James Crawford is a registered investment advisor at Jhm Asset Management, LLC, based in Rosenberg, TX, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 64 clients with $25M 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 $5.0M | 1.10% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Rosenberg, TX
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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 Activities
James is the sole owner of JHM Holdings, LLC since 2017, which is not investment related. He spends minimal time on this activity.
Employment History
Current Registrations
Jhm Asset Management, LLC
Previous Registrations
Fruth Investment Management
Charles Schwab & CO., INC.
State Registrations1 state
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