| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
135 San Lorenzo Avenue, Suite 600, Coral Gables, FL, 33146
Get directionsJames is the Chairman of the Board, Founder, and Director of Korth Direct Mortgage Inc (KDM), which makes and services loans. He also owns 11% of FINSUM, a financial online newsletter and data company, where his role is advisory, taking minimal time.