JC
JC
James Cox is a registered investment advisor at Cox & Cook Wealth Advisors, based in Dublin, OH, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $99M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
205 clients
Average Client Portfolio
$481K average
Assets Under Management
$98.7M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.90% |
| $1.3M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are generally negotiable, sometimes negotiated as a flat fee for advanced planning or complex management cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
53 North High Street, Suite A1, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2002Denied
Employment History
Current Registrations
Cox & Cook Wealth Advisors
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2009 - January 2015 · 5 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2009 - July 2009 · 6 mos
Raymond James Financial Services
January 2000 - January 2009 · 9 yrs
State Registrations1 state
OH
Advisor
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
No exam information available for this advisor.