| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees are negotiable for amounts over $25,000,001. Using the previous tier's fee percentage for the negotiable tier.
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Learn about disclosures →James is the owner/manager of Spoor Law P.A., an estate planning and business transaction law firm, dedicating full-time hours to it. He also has ownership interests in several LLCs, including KINCARSAR, LLC (a holding company), RACKS AUTO, LLC (ownership of cars), and RACKS VENTURES, LLC (holding company for real estate development), along with being a passive partner in Bayview Insurance Solutions, LLC.