Erica James is a CFP-designated registered investment advisor at Signify Wealth LLC, based in St. Louis, MO, with 4 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 114 clients with $360M 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 may be negotiable. For client directed investments, Signify Wealth charges 0.50% of the investment value.
Fee Estimator
Location
7750 Clayton Road, Suite 100, St. Louis, MO, 63117
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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
Erica is the owner and property manager of a townhome rental since 2016. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Signify Wealth LLC
Previous Registrations
Creative Planning
Sbsb Financial Advisors
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.