LR

Lawrence Joseph Redell

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
251 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$595.2M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

535 S. Kimball Ave, Suite 140, Southlake, TX, 76092

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
St. James Investment Company, LLC
September 2008 - Present · 17 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.