| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
57 Maple Ave Suite 101A, Barrington, RI, 02806
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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 a managing member of New England Office Network LLC, The RIA Network Group, LLC, and WH Charter Co, LLC, involved in real estate rental property management and consulting, dedicating varying amounts of time. He also works with Adaptive Distribution Group LLC as a general contractor, spending about full-time hours.