Asa Crow is a registered investment advisor at St. James Investment Company, LLC, based in Southlake, TX, with 1 years of industry experience. Asa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 271 clients with $660M 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 | 0.75% |
Fees are negotiable. St. James also provides sub-advised portfolio management services for a maximum annual fee of 0.50% and distributes a model portfolio for an annual management fee of 0.50%.
Fee Estimator
Location
535 S. Kimball Avenue, Suite 140, Southlake, TX, 76092
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Regulatory History (2)
Criminal
August 2016Criminal
March 2015Employment History
Current Registrations
St. James Investment Company, LLC
State Registrations1 state
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