James Erwin is a registered investment advisor at Ifrah Financial Services, INC., based in Little Rock, AR, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 598 clients with $490M 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 | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
For assets exceeding $10 million or under special circumstances, a negotiated fee arrangement may be used. In addition to the advisory fee, a program fee of 0.50% applies to accounts using Ifrah's models or custom management with exchange-traded funds and individual stocks.
Fee Estimator
Location
17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223-5876
Get directionsHistory
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 →Other Business Activities
James is the Vice-President of Promotional Ideas, Inc., a logo wear company, since 1996. This requires a few hours per week and does not occur during securities trading hours.
Employment History
Current Registrations
Ifrah Financial Services, INC.
Previous Registrations
Hutchinson Financial, INC.
State Registrations1 state
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