James Veers is a CFA, CFP-designated registered investment advisor at Studio Investment Management, based in Chicago, IL, with 2 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, Gen X, High Net Worth, and 3 more. Their firm serves 341 clients with $830M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain legacy clients may have a different fee schedule. Fees are not negotiable, but STUDIO may decide to charge a different fee at its own discretion.
Fee Estimator
Contact
James Veers
Location
1901 N. Clybourn Ave., Suite 202, Chicago, IL, 60614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Studio Investment Management
State Registrations1 state
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