The Scott S. James Company
Assets Under Management
$125.2M
Number of Clients
135
Number of Advisors
3
Avg. Portfolio per Client
$928K
Avg. Managed per Advisor
$41.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
The Scott S. James Company (SJC) provides financial planning and investment advice to individuals, high net-worth individuals, small businesses, charities, trusts, and estates. SJC helps clients with their financial position relative to funding education and retirement goals. SJC also offers trustee services for a fee. Investment strategies are tailored to individual client needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Areas of Practice
Location
6700 Arlington Blvd, Falls Church, VA, 22042