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 | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
Fee Estimator
The firm charges fees based on a written agreement with each client, and fees are negotiable. Hourly consulting fees are $750/hour for a Senior Advisor and $250/hour for a Junior Advisor. Investment advisory fees are generally payable quarterly in arrears, based upon the average value of the account during the period. There are different asset-based advisory fee schedules depending on the location (Salt Lake or Sea Island). Non-Discretionary Reporting Fee is .15% per annum.
Areas of Practice
Advisor Information
Office location
57 Maple Ave Suite 101A, Barrington, RI, 02806
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 managing member of New England Office Network LLC, The RIA Network Group, LLC, and WH Charter Co, LLC, involved in real estate rental property management and consulting, dedicating varying amounts of time. He also works with Adaptive Distribution Group LLC as a general contractor, spending about full-time hours.