James Mathews
James Mathews is a registered investment advisor at Starr-Mathews Financial, LLC, based in Calhoun, GA, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 117 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
215 North Piedmont Street, Calhoun, GA, 30701
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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 ActivitiesSells Insurance
James operates under the DBA Starr Mathews Financial through Starr-Mathews Financial, LLC, dedicating about 10-20% of his time. He also works with Starr Mathews Agency, Inc. selling property and casualty, life, and group health insurance, dedicating about half his time.
Employment History
Current Registrations
Starr-Mathews Financial, LLC
State Registrations1 state
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