| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are subject to change with 30 days written notice. Actual fees charged can be less than those set out above based upon pre-existing relationships, assets under management and other factors relevant to an engagement.
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Learn about disclosures →James is an insurance agent at Alora Consulting, an insurance agency, since January 2020, dedicating a few hours per week to insurance sales. He is also a partner and financial advisor with RIA Wealth Advisors LLC, spending about a quarter of his time on this activity.