| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.75% |
| $5M+ | 1.00% |
All fees are negotiable based upon AUM tier level at our sole discretion.
London
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is the owner and principal of The Wealth Genesis, providing wealth management services to clients in the EU.