James Hershberger
James Hershberger is a registered investment advisor at Round Table Investment Strategies, LLC, based in Lincoln, NE, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 97 clients with $89M 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 $800K | 1.00% |
| $800K - $1.6M | 0.85% |
| $1.6M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.1M | 0.25% |
| $10.1M+ | 0.10% |
Fees are negotiable based on financial situation, assets under management, and complexity of services.
Fee Estimator
Location
2935 Pine Lake Rd. Ste F, Lincoln, NE, 68512
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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 involved with Christ's Place Church, signing checks and preparing financial reports. He also owns MJH CPA LLC, an accounting firm, dedicating nearly full-time hours to it, including during securities trading hours.
Employment History
Current Registrations
Round Table Investment Strategies, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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