James Gissy is a registered investment advisor at Capital Management Services, INC., based in Manchester, MO, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $140M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
410 Sovereign Ct., Suite 14, Manchester, MO, 63021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns Gissy Group LLC, which is involved in office condo rentals and ownership. He spends minimal time on this activity.
Employment History
Current Registrations
Capital Management Services, INC.
State Registrations1 state
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