| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Wealth Builder™ has a $2,500 minimum annual fee.
8605 E. Raintree Dr, Ste. 240, Scottsdale, AZ, 85260
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Learn about disclosures →James works as an independent insurance agent, dedicating about 10-20% of his time to this business. He also owns 0.5% of Restaurant Investment Partners.