| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated.
2005 Pennsylvania Ave, Mcdonough, GA, 30253
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Learn about disclosures →James is involved with Cape Insurance Solutions, Inc., which offers variable life and fixed insurance products and managed money services. He also has common ownership in Financial Concierge Concepts and serves as Chairman of the Board for American Global Wealth Management, dedicating about a quarter of his time to these activities.