| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiated at the sole discretion of the Advisor.
Northbrook, IL
Get directionsJames is associated with Coral Reef Advisors as a Registered Investment Advisor, dedicating about half his time. He also sells fixed insurance through various providers and works as a registered representative for a broker-dealer, Private Client Services, focusing on commission-based securities sales.