| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is affiliated with Provenance Wealth Advisors, dealing with non-variable insurance. He is also an agent with Alliance Bernstein Partners, selling long-term care, group health insurance, life insurance, fixed annuities, and disability insurance, dedicating a few hours per week. James is also a passive investor in Ridgewood Energy Fund, spending minimal time on this activity.