James Robertson
James Robertson is a registered investment advisor at 6th Street Advisors, LLC, based in Daphne, AL, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 295 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
7124 Stone Dr., Ste-B, Daphne, AL, 36526
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 ActivitiesSells Insurance
James acts as a solicitor for 6th Street Advisors, LLC and is a CPA for Robertson, Andreoli & Covington, P.C., where he spends all of his time. James is also an insurance agent, dedicating about 10-20% of his time to this activity and potentially receiving finder's fees.
Employment History
Current Registrations
6th Street Advisors, 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.