Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Management and Family Office services are typically billed in advance each quarter, based on the account value at the end of the previous quarter. Our fees, account minimums and their applications to family circumstances are negotiable.
Areas of Practice
Advisor Information
Office location
1440 Arrowhead Drive, Maumee, OH, 43537
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 an independent life and health insurance agent with Vanbridge Life and Executive Benefits since 2012, selling various insurance products and dedicating a few hours per week. He is also an independent property and casualty insurance agent with Alliant Insurance Services since 2017, spending minimal time per month.