James Yarbrough is a registered investment advisor at Idle Hill Advisors LLC, based in Greenville, SC, with 18 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 200 clients with $100M 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 | 1.45% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
201 Roper Creek Drive, Greenville, SC, 29615
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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
Idle Hill Advisors LLC
Previous Registrations
Stonebridge Wealth Management, LTD., CO.
Invest Financial Corporation
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Edward Jones
State Registrations3 states
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