James D. Vooys CPA/PFS provides investment advice to individuals, high net worth individuals, charitable organizations, and business organizations. Investment advice is tailored to individual needs based on income needs and diversification concerns. The firm selects publicly traded stocks, bonds, and mutual funds deemed appropriate for a client's account, guided by financial planning.
Assets Under Management$7.9M
Clients6
AdvisorsN/A
Avg. per Client$1.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00%. Account size minimums and fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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