James Clark is a CFA, CFP-designated registered investment advisor at Bankplus Wealth Advisors, based in Jackson, MS, 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 500 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BankPlus Wealth Advisors (BWA) and BankPlus Digital Advisor (BDA) charge a percentage of your portfolio each year. The rate decreases as the amount you invest increases. Fees may be negotiable for larger accounts.
Securities Account AUM
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.80% per year
- Next $3,000,000: 0.70% per year
- Over $5,000,000: Negotiated
Fixed Income Securities Only AUM
- First $1,000,000: 0.60% per year
- Next $1,000,000: 0.50% per year
- Next $3,000,000: 0.40% per year
- Over $5,000,000: Negotiated
Brokered CDs/Treasury/Agency Securities Only AUM
- First $2,000,000: 0.40% per year
- Next $3,000,000: 0.35% per year
- Over $5,000,000: Negotiated
Custody Account Assets
- First $1,000,000: 0.50% per year
- Next $1,000,000: 0.40% per year
- Next $3,000,000: 0.30% per year
- Over $5,000,000: Negotiated
BWA occasionally directs clients to third-party money managers through a managed account program. Fees for these services are in addition to BPWM's advisory fees.
Location
1200 Eastover Drive, Suite 300, Jackson, MS, 39211
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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 →Other Business Activities
James is a member of the Board of Managers for Airport Park LLC & Airport Park III LLC, real estate investment partnerships, on behalf of an estate. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Bankplus Wealth Advisors
Previous Registrations
LPL Financial LLC
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
State Registrations2 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.