James
Mathews
Starr-Mathews Financial, LLC
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About this Advisor
James Mathews is a financial advisor who works in Calhoun, Georgia with 10 years of industry experience. Mathews is an employee of Starr-Mathews Financial, LLC. Over the course of their career, Mathews has held roles at Starr-Mathews Financial, LLC and Starr-Mathews Agency, Inc. Mathews holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Starr-Mathews Financial, LLC is a registered investment firm that has its headquarters in Calhoun, GA. It has a total of six financial advisors. It oversees $113 million in assets between its 225 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 225 accounts, 45% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Starr-Mathews Financial, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Starr-Mathews Financial, LLC Brokerage Details
$113,373,870
6
225
$503,884
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Mathews Work History
James has been registered as a financial advisor for 10 years.*
Starr-Mathews Financial, LLC
Starr-Mathews Agency, Inc
*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 Mathews 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 Starr-Mathews Financial, LLC
Calhoun, GA
Calhoun, GA
Calhoun, GA
Calhoun, GA
Cumming, GA
Calhoun, GA
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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