| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear Schedules may exist with certain legacy clients, but are no longer available to new clients. Clients may elect to pay a flat asset-based fee of up to 2.25% annually.
6200 Rockside Road, Suite 100, Cleveland, OH, 44131
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Learn about disclosures →James is an independent insurance agent selling disability, life, accident, and health insurance since 1990, dedicating minimal time to this. He is also a financial advisor at Vantage Financial Group, spending about a quarter of his time there, and a co-owner of 6200 Rockside Road LLC, which owns the building that Vantage Financial Group leases, dedicating minimal time to this.