James Robison
James Robison is a registered investment advisor at Wellth Advisory Services, LLC, based in Greenwood, IN, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Greenwood, IN
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business Activities
James is the sole member and principal of White Oak Advisors, LLC, an investment-related consulting business, dedicating full-time hours to it. He is also a member of White Oak Business Data Research and Analytics Lab, LLC, spending minimal time as a project manager for corporate clients.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Mmc Securities CORP
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.