| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable.
10042 Park Cedar Drive, Suite A, Charlotte, NC, 28210
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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 works as an Assistant Branch Manager at R.M. Stark & Co., Inc. since 1999, spending full-time hours on client account management, supervision, research, portfolio management, and trading.