| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
6641 West Broad Street, Suite 600, Richmond, VA, 23230
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Learn about disclosures →James is involved with several organizations, including professional associations (CMT and CAIA), educational institutions (University of Richmond and St. Catherine's School), a recreational club, and a religious institution. He dedicates minimal time to each of these activities.