James Robinson is a registered investment advisor at Wall Investment Group, INC., based in Chippewa Falls, WI, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 142 clients with $85M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Chippewa Falls, WI
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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
Wall Investment Group, INC.
State Registrations3 states
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