| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
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Learn about disclosures →James sells fixed insurance products as an agent with various agencies, dedicating about 10-20% of his time. He also owns rental properties, prepares tax returns, and is a principal in two real estate-related businesses.