| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,001 are negotiated, using the previous tier's rate as a starting point.
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
Get directionsJames is a sole proprietor involved in non-variable insurance sales and has investment/rental properties through OFG Properties. He is also a general partner in Covenant Energy Management and serves on the business advisory council at Oklahoma Christian University, as well as on a committee at Quail Creek golf and country club. James is also a licensed insurance agent with Simplicity Life Elite Producer Group.