James Grise is a CFP-designated registered investment advisor at Key Financial Advisors LLC, based in Owensboro, KY, with 8 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Key Financial Advisors offers two main programs:
- Financial and Investment Planning Program: The annual fee is 0.5% of your total assets, with a minimum annual fee of $2,400. This program includes a comprehensive financial plan and ongoing advice.
- Investment Advisory Program: The annual fee is 0.5% of your total investment assets, with a minimum annual fee of $1,200. This program focuses on investment advice.
Location
Owensboro, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the managing member of JRG Business Services LLC, which owns, operates, and manages personal rental property. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Key Financial Advisors LLC
State Registrations1 state
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