Jim Roberts Investment Advisors offers investment management services on both discretionary and non-discretionary bases, along with financial planning and consulting. They work with individuals, businesses, trusts, estates, retirement plans, and charitable organizations. Investment advice is provided by individual representatives, who tailor recommendations based on client needs and objectives. They also offer access to third-party investment management services through programs offered by First Clearing and Wells Fargo.
Fee Structure
Jim Roberts Investment Advisors offers investment management services through individually managed accounts. Fees are based on a percentage of the assets managed.
JRRIA Select:
- First $250,000: 0.75% - 2.75% per year
- Next $750,000: 0.60% - 2.35% per year
- Over $1,000,000: 0.40% - 1.90% per year
Asset Advisor Program:
- First $250,000: 1.00% - 3.00% per year
- Next $750,000: 0.75% - 2.50% per year
- Over $1,000,000: 0.50% - 2.00% per year
The minimum account size for Asset Advisor is $50,000.