James R. Earl Financial Services offers investment advice and financial planning to individuals. Financial planning includes retirement and tax planning, risk management, budgeting, and investment advising. Clients can choose to implement all, some, or none of the recommendations. The firm manages accounts on a discretionary basis, moving client money to fulfill administrative or market needs, usually after consulting with the client.
Assets Under Management$820K
Clients29
Advisors1
Avg. per Client$28K
Avg. per Advisor$820K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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