| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Some clients have prior negotiated arrangements outside the basic fee schedule. Multiple accounts in one household can be combined for breakpoint discounts.
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James serves as a trustee to various trusts and as the Executive Director of the Bulrush Foundation. Both roles require minimal time commitment.