James Gasaway
James Gasaway is a CFP, ChFC-designated registered investment advisor at Gasaway Investment Advisors, INC., based in Kalamazoo, MI, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 429 clients with $160M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
7110 Stadium Drive, Kalamazoo, MI, 49009
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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 →Other Business Activities
James manages real estate, teaches retirement planning at Calvin University (dedicating about a quarter of his time), and is on the executive board of Center Point Church. He also serves on the board of RANDUG and is treasurer for Center Point Church Foundation.
Employment History
Current Registrations
Gasaway Investment Advisors, INC.
State Registrations1 state
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