Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment Supervisory Services and Portfolio Management Services fees range from 0.50% to 2.50% of assets under management. A minimum of $100,000 of assets under management is required for these services, but this may be negotiable. Financial planning fees range from $500 to $10,000, depending on the complexity of the client's circumstances. Management personnel may receive commissions from implementing transactions, but these are offset against advisory fees.
Areas of Practice
Advisor Information
Office location
1667 Lelia Drive, Jackson, MS, 39216
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
James is a member and owner of Cadenza Properties, LLC, a real estate partnership, and spends minimal time managing the property and paying bills. He also acts as trustee for two investment-related trusts for his children and is involved with Investek Timber Management, collecting residual commissions, and has ownership in private investment companies, requiring minimal time commitment.