James Lott is a registered investment advisor at Cropsey Asset Management, LLC, based in Ridgefield, CT, with 21 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 9 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee varies between 0.40% and 1.00% depending upon the market value of the assets under management and the type of investment management services to be rendered. CAM, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
Ridgefield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cropsey Asset Management, LLC
State Registrations1 state
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