| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT, 84047
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Learn about disclosures →James is involved in several business activities, primarily related to North Capital, Inc., where he serves as Managing Director and CIO, dedicating about half his time. He also holds positions in various other entities, including family investment and asset holding companies, generally requiring minimal time commitment.