James Moore is a CFP-designated registered investment advisor at Eclectic Associates, INC., based in Gunter, TX, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,222 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
For individual fixed income investments, such as individual bonds and certificates of deposit, and illiquid investments such as private placements, which are generally held to maturity, subsequent years’ fees are 0.35% of the value of those types of investments. Some accounts are under different fee schedules honoring prior agreements. Standard fee schedule can be negotiated based on a number of factors.
Fee Estimator
Contact
James Moore
Location
Gunter, TX
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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 →Employment History
Current Registrations
Eclectic Associates, INC.
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.
Exams
Additional Information
James Moore, CFP®, decided to pursue a career as a financial advisor because of his own personal experience trying to learn about investments, taxes, and retirement planning. He found that it was challenging to find objective, comprehensive financial advice that he knew would be in his best interest. While seeking out answers to the questions he had, he realized that he enjoyed what he was doing and wanted to help others with what he had learned.