ATISAI charges fees based on a percentage of your portfolio value, varying with size and complexity. For ATRAM and ATMAP plans, fees are billed monthly in arrears. For accounts over $10,000,001, fees are negotiable. Financial planning fees range from $200 to $500 per hour, based on complexity. The minimum account size is $50,000, but smaller accounts may be accepted at the company's discretion. Ticket charges apply for securities transactions.
4722 Main Street, Lisle, IL, 60532
Get directionsThe filing mentions "FIXED INSURANCE" which implies James is involved in selling fixed insurance products.