James Crowe
James Crowe is a registered investment advisor at Crowe Financial Group LLC, based in Hillsboro, OH, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 284 clients with $16M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts held at Interactive Brokers, fees will be charged a daily fee.
Fee Estimator
Location
128 North High Street, Hillsboro, OH, 45133
Get directionsHistory
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 ActivitiesSells Insurance
James is an insurance agent selling fixed insurance products since 2004, dedicating minimal time to this activity. He also owns rental properties, is a research analyst, a registered representative, an investment advisor representative, a volunteer for a non-profit, a managing member of an LLC, and a basketball official.
Employment History
Current Registrations
Crowe Financial Group LLC
Gradient Securities, LLCBroker
Previous Registrations
Crowe Financial Group LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations6 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.