| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The Adviser reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. This minimum relationship size and annual fee may be negotiable under certain circumstances.
20 William St, Suite 135, Wellesley, MA, 02481
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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 serves as an advisor on the advisory committee of DELC Investments, part of R.C. Bigelow, Inc., a company that sells tea. He provides oversight of a third-party investment consultant and attends quarterly meetings, dedicating minimal time to this activity.