James Rush is a CFP-designated registered investment advisor at Signature Financial Advisors, based in Houston, TX, with 35 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 220 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Signature FA offers investment supervisory services and individual portfolio management. The annual fees range from 0.40% to 1.50% of the value of your portfolio. A minimum of $250,000 is required for this service, but this may be negotiable. Signature FA also offers a Manager of Managers program where they select other investment advisors to manage client assets. In this program, Signature FA is paid by the selected asset manager, with fees typically ranging from 0.40% to 1.50%, depending on the size of the account. The client should review the independent investment advisor's brochure for a complete description of the fee arrangement.
Location
1900 St. James Place, Suite 510, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James founded Veteran Care Advisors of Texas in 2019, providing education and consulting services to veterans, dedicating a few hours per week. He is also a partner in A-1 PR Management LLC, providing real estate management and consulting services, also dedicating a few hours per week.
Employment History
Current Registrations
Signature Financial Advisors
Previous Registrations
Wealth Mentors, LLC
Amegy Investments, INC.
Contango Capital Advisors, INC.
Amegy Investments, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.