| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2.5 million.
Flagstaff, AZ
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is the owner and managing member of Bowers & Associates, LLC, where he markets and sells annuity, life, and health insurance, dedicating about 10-20% of his time. He also works as a licensed insurance agent, spending about 10-20% of his time on annuity, life, and health insurance marketing and sales.