| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
15 Halton Green Way, Greenville, SC, 29607
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Learn about disclosures →James is an insurance and annuity producer with multiple carriers since 2006, dedicating a few hours per week. He is also president of Ballentine Capital Management, Inc., providing operational services and insurance solutions, which takes up a significant amount of his time. James is also involved in other ventures, including real estate, banking referrals, wealth management, podcasting, book publishing, and advisor education services.