Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMS charges fees as a percentage of assets under management (AUM) or as a flat fixed fee. AUM fees may range from 0.05% to 0.70% annually. DMS may negotiate a flat fixed fee with clients for investment services, dependent upon the value of the client’s assets under advisement, complexity of portfolio, travel required, number of meetings per year, and various other relevant factors. There is a minimum annual fee of $50,000 per client for DMS services. Fees and minimums are negotiable.
Areas of Practice
Advisor Information
Office location
10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564
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 employed by affiliated RIAs with CRD numbers 105500 and 145851.