James Aull is a registered investment advisor at Aull & Monroe, based in Mobile, AL, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 200 clients with $330M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 1.00% |
Fees are negotiable for balances over $5,000,000, but will not exceed 1.00%.
Fee Estimator
Location
3605 Springhill Business Pk, Suite A, Mobile, AL, 36608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is the Chief Financial Officer and Principal of Eagle Market Makers, Inc., a clearing member of the Chicago Board of Trade. He dedicates about 10-20% of his time to strategic planning and reviewing management's performance.
Employment History
Current Registrations
Aull & Monroe
State Registrations2 states
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