James Wallerius
James Wallerius is a registered investment advisor at Systematic Financial Management LP, based in Jacksonville, FL, with 34 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 177 clients with $4.2B 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 $25.0M | 1.00% |
| $25.0M - $75.0M | 0.75% |
| $75M+ | 0.60% |
Rates shown are for the Small Cap Free Cash Flow strategy. Other strategies have different schedules: SMID Cap charges 0.85% up to $25M, 0.75% for the next $50M, and 0.60% over $75M; Mid Cap charges 0.75% up to $25M, 0.50% for the next $50M, and 0.40% over $75M. Fees are negotiable.
Fee Estimator
Location
Jacksonville, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 1989Employment History
Current Registrations
Systematic Financial Management LP
Previous Registrations
Amg Distributors, INC.Broker
Systematic Financial Management LP
Walnut Street Securities, INC.Broker
Strong Funds Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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