JB
CFP
JB
CFP
Jamie Bigsby
22 Years of Experience
Charlotte, NC
1 Disclosure
Jamie Bigsby is a CFP-designated registered investment advisor at Glassy Mountain Advisors, INC., based in Charlotte, NC, with 22 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $370M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
127 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$369.8M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees and account minimums may be negotiated in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Charlotte, NC
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.
Customer Dispute
February 2013Denied
Employment History
Current Registrations
Glassy Mountain Advisors, INC.
February 2026 - Present · 9 mos
Previous Registrations
Vanguard Advisers, INC.
October 2019 - August 2022 · 2 yrs 10 mos
Vanguard Marketing CorporationBroker
April 2011 - August 2022 · 11 yrs 4 mos
Wells Fargo Advisors, LLC
March 2009 - April 2011 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
March 2009 - April 2011 · 2 yrs 1 mo
UBS Financial Services INC.
January 2006 - March 2009 · 3 yrs 2 mos
UBS Financial Services INC.Broker
December 2005 - March 2009 · 3 yrs 3 mos
Banc of America Investment Services, INC.Broker
June 2004 - December 2005 · 1 yr 6 mos
Bacap Distributors, LLCBroker
February 2001 - January 2004 · 2 yrs 11 mos
Stephens INC.Broker
May 2000 - January 2001 · 8 mos
Princor Financial Services CorporationBroker
September 1999 - April 2000 · 7 mos
State Registrations2 states
MDNC
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.
More Advisors
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Glenn Ford, CFPVanguard Advisers, INC.
- Chad Wilfong, CFPWells Fargo Advisors
- Cameron Newell, CFA, CFPAlpha Financial Advisors, LLC
- Nicholas Walker, CFP
- Patrick Barnett, CFPLPL Financial LLC