| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Portsmouth, NH
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Learn about disclosures →James is a registered investment adviser representative of Silver Pine Capital, LLC since 2018, providing advisory services to clients. This activity takes about 10-20% of his time.