James Eggers is a PFS-designated registered investment advisor at Jt Stratford, LLC, based in Winston-Salem, NC, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,266 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50M+ | 0.68% |
Fees are negotiable. Aggregate account balances are used for breakpoint calculations. Households with accounts over $50,000 also pay an annual $85 admin/technology fee.
Fee Estimator
Location
505 Olive Street, Winston-Salem, NC, 27103
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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 a member of Tanglewood Pizza Company, LLC, a full-service restaurant, spending a few hours per week on bookkeeping and tax filings. He is also a member of Peters Creek RE, LLC, a rental real estate investment LLC, dedicating minimal time to annual tax return filings.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Avantax Advisory Services
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.
Exams
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