James Robinson
James Robinson is a registered investment advisor at Robinson Capital Management, LLC, based in Grosse Pointe Farms, MI, with 15 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. Their firm serves 80 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robinson Capital Management charges fees based on the value of the assets they manage. Fees are negotiable and can be structured as a fixed rate, a percentage of assets, or a combination.
For traditional fixed income strategies, there is a $20,000 minimum annual fee. Fees for non-discretionary portfolios are generally lower than discretionary portfolios.
For equity strategies, there is a minimum investment of $500,000 per account.
Location
63 Kercheval, Suite 111, Grosse Pointe Farms, MI, 48236
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Regulatory 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 →Employment History
Current Registrations
Robinson Capital Management, LLC
Previous Registrations
Beacon Asset Management, LLC
Telemus Investment Management, LLC
State Registrations1 state
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