| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
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Learn about disclosures →James is a managing partner at Magnate Wealth Management, LLC, and a financial advisor at Mike Brooks & Associates, dedicating about a quarter of his time to each. He is also a licensed insurance agent selling non-variable insurance products through Magnate Wealth Management, LLC and Capital Wealth Management, LLC.