Jim Calaway is a registered investment advisor at Roberts, Glore & CO., based in Deerfield, IL, with 31 years of industry experience. Jim 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 397 clients with $940M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Advisory fees may be subject to negotiation, especially when considering asset mix and portfolio size. Fees for non-discretionary accounts may be higher. Fees for portfolios with assets under management of $10 million or more may be lower.
Fee Estimator
Location
707 Lake Cook Road, Suite 210, Deerfield, IL, 60015
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 ActivitiesSells Insurance
Jim serves as a trustee for trust accounts, which is investment-related. He also sells fixed insurance products.
Employment History
Current Registrations
Roberts, Glore & CO.
Previous Registrations
Lasalle St Securities, L.L.C.Broker
State Registrations13 states
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