James Stuart is a registered investment advisor at Blue Chip Financial Advisors, INC., based in Seville, OH, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10 clients with $1M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Location
Seville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns Stuart Management Company, which buys and sells real estate. He is also co-owner of The Edge Fitness Center, a health club in Medina, Ohio.
Employment History
Current Registrations
Blue Chip Financial Advisors, INC.
State Registrations1 state
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