| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $3.0M | 0.01% |
| $3.0M - $5.0M | 0.01% |
| $5.0M - $7.0M | 0.01% |
| $7.0M - $10.0M | 0.01% |
| $10.0M - $15.0M | 0.01% |
| $15M+ | 0.01% |
Lower fees for comparable services can sometimes be available from other sources.
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Learn about disclosures →James's firm, Canter Wealth, is affiliated with several other businesses under the Canter Group, including real estate management, capital investment, real estate development, and property management. Canter Wealth advisors may recommend these affiliated services, presenting a conflict of interest due to potential additional compensation for the Canter Group.