James Johns is a registered investment advisor at Vios Asset Management LLC, based in San Francisco, CA, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIOS Asset Management charges an annual fee based on the total value of your investments. The fee ranges from 0.50% to 1.50%. This fee is negotiable, and clients working for nonprofit organizations or with limited resources may receive a reduced fee. Fees are paid quarterly. Clients can terminate their contract with 30 days' written notice.
Location
447 Sutter Street, Suite 708, San Francisco, CA, 94108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vios Asset Management LLC
Previous Registrations
Western International Securities
Banc of America Securities LLC
State Registrations1 state
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