James Robinson is a registered investment advisor at Robinson Stocks, based in Phoenix, AZ, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Robinson Stocks, LLC charges a performance-based fee for managing your investments. You, the client, receive the first 4% of the return with no fee. Robinson Stocks then collects 1% on the next 1% of the return. After the initial 5% of the return, Robinson Stocks will receive 20% of the annualized return. If the portfolio drops in value, then you will not incur a performance fee the following year until the portfolio reaches the last highest value, adjusted for withdrawals and deposits.
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James acts as a real estate broker.
Employment History
Current Registrations
Robinson Stocks
Previous Registrations
Robinson Stocks
State Registrations1 state
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