AdvisorTrust Partners, operating as James Financial Advisors and McMahan Financial LLC, offers continuous investment advisory services, establishing and monitoring client investment objectives, risk tolerance, and time horizons. They manage accounts on a discretionary or non-discretionary basis, tailoring advice based on client needs. They also provide financial planning services at no additional cost, covering various aspects of financial resource management.
Assets Under Management$220M
Clients35
Advisors3
Avg. per Client$6.2M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.25% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Advisory fees are subject to negotiation based on multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...