Charles Clement
Charles Clement is a registered investment advisor at James River Asset Management, LLC, based in Midlothian, VA, with 5 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 408 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
James River Asset Management charges a percentage of the value of your portfolio each year. The fee is calculated based on the average daily value of the account during the quarter and billed quarterly in arrears.
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JRAM Portfolio:
- Up to $1,000,000: Maximum of 1.50%
- Over $1,000,000: Maximum of 1.00%
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American Funds Portfolio:
- $0.00 - $249,999.99: 1.00%
- $250,000 - $499,999.99: 0.75%
- $500,000.00 - $999,999.99: 0.05%
- $1,000,000 and above: 0.25%
Location
15521 Midlothian Tnpk., Suite 100, Midlothian, VA, 23113
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 Activities
Charles serves on the Board of Directors for Experity. This activity is not investment-related.
Employment History
Current Registrations
James River Asset Management, LLC
State Registrations1 state
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.