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.
Assets Under Management$130M
Clients135
Advisors3
Avg. per Client$930K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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