James Grise is a CFP-designated registered investment advisor at Key Financial Advisors LLC, based in Owensboro, KY, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee of 0.5% applies to total client investment assets. Subject to a minimum annual fee of $1,200 for the Investment Advisory Program or $2,400 for the Financial and Investment Planning Program.
Fee Estimator
Location
Owensboro, KY
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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
James is the managing member of JRG Business Services LLC, which owns, operates, and manages personal rental property. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Key Financial 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.
Exams
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