Jim Roberts Investment Advisors LLC
Assets Under Management
$37.9M
Number of Clients
150
Number of Advisors
1
Average Client AUM
$253K
AUM per Advisor
$37.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about James D. Roberts, who is associated with Jim Roberts Investment Advisors LLC and Centennial Securities Company. He offers securities brokerage services through Centennial and may receive commissions and 12b-1 fees, which could create a conflict of interest. His advice is monitored by Centennial’s investment committee.
Fee Structure
Mr. Roberts may receive commissions from securities transactions through Centennial Securities and insurance sales. He may also receive a share of 12b-1 fees from mutual fund companies. These forms of compensation may create a conflict of interest.
Areas of Practice
Location
515 Ship St., Suite 211, St. Joseph, MI, 49085