James Elios
James Elios is a ChFC-designated registered investment advisor at Elios Financial Group, INC., based in Westlake, OH, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 283 clients with $270M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts above $5,000,000. In addition to the investment management fee, the client pays an annual program fee of 0.25%, which may be waived.
Fee Estimator
Location
30700 Center Ridge Road, Suite A, Westlake, OH, 44145
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 ActivitiesSells Insurance
James owns and manages an owner-occupied office building, spending minimal time on it. He also works for Elios Financial Group as a wealth advisor and insurance sales person, dedicating about 10-20% of his time to this, and as an SEC Registered Investment Advisor, working full-time.
Employment History
Current Registrations
Elios Financial Group, INC.
Private Client Services, LLCBroker
Previous Registrations
Elios Financial Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Money Concepts Capital CORPBroker
State Registrations7 states
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.