| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable.
Phoenixville, PA
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Learn about disclosures →James is a Regional Director at Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development, dedicating full-time hours to this role. He also owns a beach rental property, spending minimal time on it.