| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and may vary.
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ, 85251
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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 is the manager, managing shareholder, and owner of JSMH Enterprises, LLC, a personal holdings consulting business that holds tax software and is used for tax consulting/compliance. He dedicates a few hours per week to this activity.