James Shope is a CFP-designated registered investment advisor at Shope Advisors Group, based in Camillus, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 86 clients with $66M 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 $100K | 1.15% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.81% |
| $1M+ | 0.73% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Shope Advisors Group, 5014 W Genesee St, Camillus, NY, 13031
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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 →Other Business ActivitiesSells Insurance
James sells fixed insurance products on an as-needed basis. This activity is not investment-related.
Employment History
Current Registrations
Shope Advisors Group
Leigh Baldwin & CO., LLCBroker
Previous Registrations
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations9 states
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.