CDS James Investments manages investment portfolios for clients, allocating assets among mutual funds, exchange-traded funds (ETFs), individual stocks, and options. CDS James Investments works with clients to understand their risk tolerance, time horizon, and financial situation. Clients are advised to promptly notify CDS James Investments if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios.
Assets Under Management$43M
Clients69
Advisors1
Avg. per Client$620K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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