James J. Waters, Investment Advisor (JJW, IA) offers investment advice and portfolio management to individuals, retirement plans, trusts, corporations, and non-profits. JJW, IA focuses on asset allocation using mutual funds across various asset classes. Investment recommendations are tailored to each client's needs, risk tolerance, and distribution requirements. JJW, IA does not take discretion; all investment decisions require client approval. Clients can impose restrictions on investments. JJW, IA does not participate in wrap programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The asset based charge is typically 0.25% of assets under management annually, or less. Fees are negotiable. In some cases a flat fee is charged rather than a percentage of assets under management. Flat fees are typically based on a percentage of assets under management in the range of 0.25% to 0.10% then rounded to an amount.