| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable.
7 Grove Street Suite 301, Topsfield, MA, 01983
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Learn about disclosures →James is an investment adviser representative at Novem Group, dedicating nearly full-time hours to this role. He is also the owner of Topsfield Financial Group and a licensed insurance agent, selling occasional insurance products and spending minimal time on this activity.