James Merriweather is a CFP-designated registered investment advisor at Ipsen Advisor Group, based in Little Rock, AR, with 6 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 341 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ipsen Advisor Group charges an annual fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows. The fee is calculated monthly, in advance, based on the market value of your portfolio at the end of the previous month.
The annual fees are:
- $0 - $1,000,000: 1.15% - 1.50%
- $1,000,000 - $2,500,000: 0.9% - 1.35%
- $2,500,000 - $5,000,000: 0.60% - 1.20%
- $5,000,000 - $10,000,000: 0.40% - 0.95%
- $10,000,000 - $15,000,000: 0.25% - 0.75%
- $15,000,000 +: 0.15% - 0.65%
Location
1701 Centerview Drive, Suite 121, Little Rock, AR, 72211
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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 →Employment History
Current Registrations
Ipsen Advisor Group
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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