James Runey
James Runey is a CFA-designated registered investment advisor at Runey & Associates Wealth Management, based in Mount Pleasant, SC, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 165 clients with $100M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee covers investment management and financial planning services. It makes sense to have at least $1,000,000 of assets under management to receive the most value from this program. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
761 Coleman Blvd., Suite E, Mount Pleasant, SC, 29464
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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 →Employment History
Current Registrations
Runey & Associates Wealth Management
Previous Registrations
Securian Financial Services, INC.
State Registrations1 state
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