| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.30% |
| $40.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Advisory fees are negotiable and may not exceed 1.00% annually.
500 West 5th Street, Suite 1205, Austin, TX, 78701
Get directionsJames has an 87% ownership in Oxbow Advisors, LLC, and is a director at American Bank. He is also the founder of two non-profit foundations, an investor in Bigg Whale LLC, an officer at Herndon Plant Oakley Insurance Agency, LC, a partner at Cornerstone Merger and Acquisitions, and part of TEDOUPTICK LLC.