James Aldige is a registered investment advisor at Clio Asset Management LLC, based in Charlottesville, VA, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $130M 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 | 1.25% |
Annual fees typically are no more than 1.25% of total assets under management and, starting in the fourth year, will be reduced by 0.05% each year Client has assets with Clio for a maximum discount of 0.25% from year 8 and beyond. The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, Client tenure (i.e. length of the Client relationship), other negotiations with Clients, etc.).
Fee Estimator
Location
1 Boars Head Place, Ste 220, Charlottesville, VA, 22903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the managing member of Turl Street Ventures LLC, an investment holding company for his personal assets. He spends minimal time on this activity.
Employment History
Current Registrations
Clio Asset Management LLC
State Registrations2 states
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