James Roberge is a CFA-designated registered investment advisor at Staley Capital Advisers INC, based in Pittsburgh, PA, with 29 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 424 clients with $2.9B 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 $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Some client relationships are charged a flat percentage rate rather than a scaled fee. Flat percentage fees for private accounts ranged from 0.125% to 0.55% on 12/31/2024, depending on the number, size, and complexity of the accounts within the relationship. Fees may be negotiable.
Fee Estimator
Location
One Oxford Centre, Suite 3950, Pittsburgh, PA, 15219
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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 is a board member and finance committee member for the Coalition for Christian Outreach, and chairman of the endowment committee for Trinity Christian School. He also serves as trustee/co-trustee for multiple family trusts and manager of a family LLC, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Staley Capital Advisers INC
State Registrations1 state
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