TrueAdvisor
TrueAdvisor
AB
AB

Amy Alice Burson

St. James Investment Company, LLC
16 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
St. James Investment Company, LLC
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
251 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$595.2M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

535 S. Kimball Ave, Suite 140, Southlake, TX, 76092

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
St. James Investment Company, LLC
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Liberty Funds Group
August 2009 - November 2015 · 6 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.