| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
626 West New Castle St., Suite 102, Zelienople, PA, 16063
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Learn about disclosures →James is an advisory representative at Financial Management Strategies, Inc. since 2010, dedicating about a quarter of his time. He also works as an insurance agent selling various insurance products and operates Vision Wealth Management as a DBA for financial services, spending a few hours per week.