James Edmiaston
James Edmiaston is a registered investment advisor at St. Bernard Financial Services, INC., based in Fayetteville, AR, with 24 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 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
237 Millsap Suite #2, Fayetteville, AR, 72703
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
James is an owner/partner at A New Level Investment Strategies since 2019, dedicating full-time hours to the business. He provides investment solutions for clients through the sale of non-variable, non-securities life and health insurance.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Pks Advisory Services, LLC
Pks Advisory Services, LLC
Advisoralliance, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Edward JonesBroker
State Registrations5 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.