James Erwin is a registered investment advisor at Ifrah Financial Services, INC., based in Little Rock, AR, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 598 clients with $490M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for assets exceeding $10 million or under special circumstances. Clients also pay a separate program fee of 0.50% per year for model portfolio management.
Fee Estimator
Location
17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223-5876
Get directionsHistory
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 the Vice-President of Promotional Ideas, Inc., a logo wear company, since 1996. This requires a few hours per week and does not occur during securities trading hours.
Employment History
Current Registrations
Ifrah Financial Services, INC.
Previous Registrations
Hutchinson Financial, INC.
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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