| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
16A Bel Air Sout Parkway, Suite 203, Bel Air, MD, 21015
Get directionsJames is involved in several business activities, including investment management services, insurance sales through Concorde Insurance Agency and CIRA, and serving as an IAR for Bangerter Financial. He also owns James Rainwater CPA LLC and Rainwater Planning LLC, and works as an independent insurance agent, dedicating minimal time to each outside of his CPA firm which takes a full-time commitment.