James Morris is a CFA-designated registered investment advisor at Ieq Capital, LLC, based in Atlanta, GA, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,963 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IEQ Capital charges an annual management fee of up to 1% of the assets they manage. The fee is negotiable and can vary based on the type of account, the client's relationship with IEQ, the size and complexity of the assets, and the investment strategies used. Some clients have a minimum quarterly fee of $6,250, but this can be negotiated lower. For clients invested in private funds where IEQ serves as a sub-advisor, IEQ receives a sub-advisory fee of up to 1.0% directly from the fund instead of collecting management fees under the investment management agreement.
Location
3198 Cains Hill Place NW, Floor 2, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations2 states
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