Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
You'll pay a monthly or quarterly fee based on the value of the assets managed. The maximum annual fee is 2.75% on the first $250,000, 2.50% on the next $250,000 (assets between $250,001 and $500,000), 2.25% on the next $500,000 (assets between $500,001 and $1 million), and 2.00% on assets over $1 million. These fees may be negotiable. There is a minimum account requirement of $25,000, but this may be waived at the advisor's discretion.
Areas of Practice
Advisor Information
Office location
2005 Pennsylvania Ave, Mcdonough, GA, 30253
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 ActivitiesSells Insurance
James is involved with Cape Insurance Solutions, Inc., which offers variable life and fixed insurance products and managed money services. He also has common ownership in Financial Concierge Concepts and serves as Chairman of the Board for American Global Wealth Management, dedicating about a quarter of his time to these activities.