James Webb
James Webb is a CFP-designated registered investment advisor at Stirlingshire Investments, based in Conroe, TX, with 37 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,071 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.
Fee Estimator
Location
Conroe, TX
Get directionsHistory
Regulatory History (2)
Financial
December 2018Customer Dispute
May 1987Other Business ActivitiesSells Insurance
James is a business development representative for Protex90, a life & health insurance agent, a council member for Gerson Lehrman Group, a sales agent for Red Door Realty & Associates, and a partner at Trilogy Wealth Partners. He also consults for Plumbers Union Local 68, serves on the board of Woodlands Church, and provides estate planning assistance through Estately.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Rhame & Gorrell Wealth Management
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Woodlands Securities CorporationBroker
Woodlands Asset Management INC
Perseides Partners, LLC
Davis Hamilton Jackson & Associates LP
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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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