James Clark is a CFA, CFP-designated registered investment advisor at Bankplus Wealth Advisors, based in Jackson, MS, with 15 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. Their firm serves 645 clients with $260M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for assets over $5M. Separate fee schedules apply to fixed income only accounts (0.60% down to 0.40%), brokered CDs/Treasuries/Agencies only (0.40% down to 0.35%), and custody account assets (0.50% down to 0.30%).
Fee Estimator
Location
1200 Eastover Drive, Suite 300, Jackson, MS, 39211
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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 member of the Board of Managers for Airport Park LLC & Airport Park III LLC, real estate investment partnerships, on behalf of an estate. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Bankplus Wealth Advisors
Previous Registrations
LPL Financial LLC
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
State Registrations2 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.
Exams
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