| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable.
154 Timber Creek, Suite 1, Cordova, TN, 38018
Get directionsJames prepares tax returns for clients and conducts insurance sales through Preferred Services, a sole proprietorship. He is also a partner and manager in S B and S, LLC, a family partnership involved in farming and livestock.