James Jones is a ChFC-designated registered investment advisor at Sterling Investment Advisors,llc, based in Bolivar, MO, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 269 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees are non-negotiable except for the first two clients of the firm and a large endowment who have contracted for lesser amounts. Fees are waived for pro-bono clients and certain family members.
Fee Estimator
Location
2000 S. Springfield, Suite A, Bolivar, MO, 65613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sterling Investment Advisors,llc
State Registrations2 states
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