LM
LM
Lemuel Mayberry
16 Years of Experience
San Antonio, TX
1 Disclosure
Lemuel Mayberry is a registered investment advisor at Lemuel James Financial, based in San Antonio, TX, with 16 years of industry experience. Lemuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 186 clients with $15M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
186 clients
Average Client Portfolio
$79K average
Assets Under Management
$14.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 1991Final Disposition
Employment History
Current Registrations
Lemuel James Financial
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Lemuel James Financial
April 2012 - December 2019 · 7 yrs 8 mos
Princor Financial Services Corporation
January 2011 - April 2012 · 1 yr 3 mos
United Planners' Financial Services of America a Limited Partner
August 2009 - December 2010 · 1 yr 4 mos
State Registrations1 state
TX
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.