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 $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5 million. Assets under management may also include assets that are held away.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For assets less than $750,000, the fee is 1.25%. For "Cash Alts", the fee is 0.25% for assets less than $750,000. Financial planning fees range from $700 to $5,000, depending on the complexity of the engagement. Pension consulting fees are based on a percentage of plan assets, with a minimum annual fee of $500. Clients with accounts whose aggregated value sums up to less than $500,000 shall be managed upon obtaining the client’s consent to pay an advisory fee of $60 per account on an annual basis paid quarterly.
Areas of Practice
Advisor Information
Office location
12012 South 700 E., Suite 100, Draper, UT, 84020
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.
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James is a managing partner at Zundel Holdings LLC, a family holding company, and a member/board of directors at Redsky Solutions LLC, a technology/network hardware and service company. He also manages JMZ Real Property, LLC, which holds real property, and serves on the board of directors for Turning Point Justice and Janiis, Inc.