| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiated at the sole discretion of the Advisor.
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Learn about disclosures →James works as a Senior Financial Advisor for Neil Jesani Advisors Inc., a tax and accounting business, since March 2024. He dedicates minimal time to this role and is an employee for payroll and benefits only.