Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
St. James charges an annual fee based on the market value of the account, paid quarterly. The maximum annual fee is 0.75%. Clients may also pay custodial, account maintenance, and brokerage fees. Sub-advised accounts are charged a maximum annual fee of 0.50%. St. James allows for negotiable fees. There is a minimum of $100,000 in total asset value to be managed, but exceptions may be made.
Areas of Practice
Advisor Information
Office location
535 S. Kimball Ave, Suite 140, Southlake, TX, 76092
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is involved in the management of oil and gas royalty partnerships through SRCM, LLC. This activity takes up a full-time commitment.