Jamie Byram is a CFP-designated registered investment advisor at Peace Within Financial, based in Blacksburg, VA, with 2 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
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 | 1.00% |
| $1M+ | 0.75% |
Firm also offers an annual fixed fee ranging from $4,000 to $35,000 based on net worth and complexity, which is capped at 2.00% of managed assets.
Fee Estimator
Location
Blacksburg, VA
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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
Jamie is the principal and sole employee/consultant of Peace Within Financial Counseling, LLC, providing general investment education and writing books/articles. This takes minimal time and does not involve product sales or investment recommendations.
Employment History
Current Registrations
Peace Within Financial
Previous Registrations
Evoadvisers
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.
Exams
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