| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
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Learn about disclosures →James is a fixed insurance sales agent, dedicating minimal time to this activity. He is also an Investment Advisor Representative (IAR) with Grimes & Company Inc, spending full-time hours on this role, and a member of GGC&W, LLC for internal accounting of fixed insurance commissions with no current duties. James also serves on the board of directors for BankHometown and Worcester Regional Research Bureau.