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

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$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
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location

6700 Arlington Blvd, Falls Church, VA, 22042

3 Advisors at this firm

The Scott S. James Company | TrueAdvisor