| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable.
Grand Prairie, TX
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Learn about disclosures →James is the Vice President of Sales at Peak American Financial Group, Inc., where he focuses on insurance sales. He is also an officer at Alpha Total Solutions, LLC, a software design and real estate company.