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Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Stilwelll, OK
Stephens Group Asset Management, LLC
Team
Clayton James is a financial advisor with Stephens Group Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at Stephens Inc. from 2000 to 2019 before joining Stephens Group Asset Management in 2019. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to a range of clients, including individuals, trusts, estates, and corporate entities. The firm uses proprietary ETF model portfolios and a fixed-income strategy focused on U.S. Treasury, agency, and investment-grade corporate bonds, implementing portfolios based on client asset-allocation preferences.
Based on Stephens Group Asset Management, LLC
Based on Stephens Group Asset Management, LLC
$0 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001 - $30,000,000: 0.15% $30,000,001 - $40,000,000: 0.10% $40,000,001 - $50,000,000: 0.08% $50,000,001 - $100,000,000: 0.06% $100,000,001+: Price Upon Request $0 - $50,000,000: 0.20% $50,000,001+: Price Upon Request
$100 per hour for consulting services to employer plan sponsors
Stilwelll, OK
Stilwelll OK
Advisors at this office
1
Arkansas · Oklahoma · Texas
26 years of industry experience
Stephens Group Asset Management, LLC
2019 - Present • 7 years
Little Rock, AR
Stephens Inc.
2000 - 2019 • 19 years
Little Rock, AR
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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