James Cobb is a CFP-designated registered investment advisor at Investment Counselors of Redlands LLC, based in Redlands, CA, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 156 clients with $100M 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 | 1.25% |
Fees are negotiable and may be reduced based on various criteria.
Fee Estimator
Location
101 E. Redlands Blvd., #138, Redlands, CA, 92373
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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 works as a classified substitute for the Redlands Unified School District and is an assistant coach for the Redlands High School mock trial team. This takes about 10-20% of his time.
Employment History
Current Registrations
Investment Counselors of Redlands LLC
Previous Registrations
Seidler Investment Advisors Incorporated
State Registrations1 state
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