James Best is a registered investment advisor at Primerica Advisors, based in Ridgeland, MS, with 15 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 Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
405 W Pkwy Pl, Suite 125, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2014Judgment / Lien
April 2014Other Business Activities
James sells investment-related products for companies affiliated with PFS Investments, Inc. He also receives non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security, automation products, and other home-related services. James owns Best Athletics, LLC.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 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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