James Palmersheim is a registered investment advisor at Signal Securities, INC., based in Grapevine, TX, with 22 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,137 clients with $680M 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 $25K | 2.00% |
| $25K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Primary schedule represents the Asset Allocation Model. Other models have different fee schedules, such as Private Client Asset Management (up to 3.00%) and Discretionary Asset Allocation (1.50% to 1.25%). Fees are generally negotiable except for the Discretionary Asset Allocation Portfolio.
Fee Estimator
Location
601 S. Main, Suite 202, Grapevine, TX, 76051
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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 works as a Captain on S80 aircraft and manages American Airlines Veterans Programs, dedicating about a quarter of his time. He also serves as Co-chair and Vice President of Tribute to Valor Foundation, a non-profit, in an uncompensated role.
Employment History
Current Registrations
Signal Securities, INC.Broker
Signal Securities, INC.
Previous Registrations
Personal Mutual Fund Management
State Registrations8 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.
Exams
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