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Erica N. James

Signify Wealth LLC

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About Erica N. James

Erica N. James is a financial advisor with Signify Wealth LLC. Erica has been working in the financial services industry since 2012 and is registered to provide investment advice in Texas and Virginia. Erica holds the Certified Financial Planner designation and specializes in financial planning, portfolio management, and helping clients with bill payment coordination. Signify Wealth LLC is a fee-only advisory firm that focuses on providing financial planning and portfolio management services to individual and high-net-worth clients.

Firm Information

Erica James is currently registered with Signify Wealth LLC. Signify Wealth LLC is an investment advisor based in ST. LOUIS, MO, United States. The firm manages approximately $218,387,203 in assets for 297 clients. Signify Wealth LLC provides financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Signify Wealth LLC

7750 CLAYTON ROAD

ST. LOUIS, MO 63117

$218.39M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill payment coordination

Bill payment coordination

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erica James’s Registration & Firm History

MO

02/13/2023 - Present

Signify Wealth LLC (ST. LOUIS MO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erica N. James.
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