| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable.
154 Timber Creek Road, Suite 1, Memphis, TN, 38018
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Learn about disclosures →James is involved in insurance sales with various vendors, offering life, health, and variable insurance products.