| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated.
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
Get directionsJames is involved in several business activities, including owning High Street Ventures LLC for personal investments, managing multiple LLCs for real estate and consulting, and acting as a statutory agent for an insurance agency. He also dedicates a few hours per week to fixed insurance and fixed indexed annuities through Crewe Insurance, LLC.