James
St.Pierre
Everhart Advisors
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About this Advisor
James St.Pierre is a financial advisor working in Miamisburg, Ohio who has 7 years of relevant experience. St.Pierre is on the advisory team at Everhart Advisors. During their career, St.Pierre has held roles at Mcgohan Brabender, Mcgohan Brabender Financial, Mid Atlantic Capital Corporation and Everhart Advisors. St.Pierre is able to operate in Ohio. Everhart Advisors is a financial advisory business headquartered in Dublin, OH. It has offices in two locations and a total of 45 advisors. It handles $1 billion in assets under management between its 4,100 accounts, making it one of the larger firms in the country by assets under management. Of its 4,100 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Everhart Advisors performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees for financial advice vary depending on the financial services offered. However, fees billed by Everhart Advisors most likely are comprised of some blend of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,084,743,953
45
4,100
$264,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
James St.Pierre Work History
James has been registered as a financial advisor for 7 years.*
Everhart Advisors
Mcgohan Brabender Financial
Mid Atlantic Capital Corporation
Mcgohan Brabender
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James St.Pierre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Everhart Advisors
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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