| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable.
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
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Learn about disclosures →James is a licensed insurance agent with Money Managers Insurance Services since 2021. He is also a wealth advisor with Rothschild Wealth LLC since 2019 and a registered representative with Rothschild Investment LLC since April 2024.