JB
JB
James Bobos
24 Years of Experience
Chesterton, IN
1 DisclosureSells Insurance
James Bobos is a registered investment advisor at Compass Financial Advisors LLC, based in Chesterton, IN, with 24 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 659 clients with $280M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
659 clients
Average Client Portfolio
$429K average
Assets Under Management
$282.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
160 Rail Road, Suite 2, Chesterton, IN, 46304
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2007Settled
Other Business ActivitiesSells Insurance
James works as an insurance agent since 2015. This activity requires minimal time.
Employment History
Current Registrations
Compass Financial Advisors LLC
December 2001 - Present · 24 yrs 10 mos
Previous Registrations
Questar Asset Management, INC.
February 2005 - November 2005 · 9 mos
State Registrations2 states
INTX
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.
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