James Margraf
James Margraf is a registered investment advisor at Latour Asset Management LLC, based in Springfield, MO, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LaTour Asset Management does not directly manage your investments. Instead, they recommend third-party money managers. If you use one of their recommended managers, Gradient Investments, you'll pay a fee based on the value of your portfolio. LaTour receives a portion of this fee.
For Strategic, Tactical, Private Wealth, Allocation & Defined Outcome Portfolios, the annual fee is 1.50% of your portfolio. Gradient Investments receives 1.00% and LaTour receives 0.50%.
For Preservation Portfolios, the annual fee is 1.00% of your portfolio. Gradient Investments receives 0.60% and LaTour receives 0.40%.
For Client Directed Accounts, the annual fee is $300. Gradient Investments receives $300 and LaTour receives $0.
There is also a $15 quarterly service fee for performance and other reporting.
Location
2627 W. Republic Road, Suite A 112, Springfield, MO, 65807
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2023Customer Dispute
April 2023Other Business ActivitiesSells Insurance
James is an insurance agent with LaTour Advisory Group, Inc. since 2016, dedicating nearly full-time hours to insurance sales. He also owns Lacobos Group, LLC, a holding company for commission payouts, spending minimal time on it.
Employment History
Current Registrations
Latour Asset Management LLC
Previous Registrations
Center Street Securities, INC.Broker
Gradient Advisors, LLC
State Registrations3 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.