JM
JM
James Morrow
24 Years of Experience
Indianapolis, IN
1 DisclosureMay Earn CommissionSells Insurance
James Morrow is a registered investment advisor at Lji Wealth Management, LLC, based in Indianapolis, IN, with 24 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,613 clients with $1.1B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,613 clients
Average Client Portfolio
$664K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum fee is 1.4%, which is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6569 Carrollton Avenue, Indianapolis, IN, 46220
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2010Settled
Other Business ActivitiesSells Insurance
James is a FINRA arbitrator, dedicating minimal time to this role. He also owns rental properties in Indianapolis and is licensed to sell life and health insurance.
Employment History
Current Registrations
Lji Wealth Management, LLC
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
March 2005 - October 2009 · 4 yrs 7 mos
Charles Schwab & CO., INC.
January 2001 - August 2004 · 3 yrs 7 mos
State Registrations2 states
INTX
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.