| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Management Fees are negotiable. In addition to the investment management fee clients will be charged a .10% platform fee for the use of the Advyzon trading services and client portal with advanced reporting.
404 Kiva Court Suite G, Santa Fe, NM, 87505
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Learn about disclosures →James is a self-employed consultant for Dataview LLC, a financial publishing company, since 2013. He spends between 20-50 hours a week on financial analysis, systems development, and website/CRM work.