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 $200K | 1.50% |
| $200K - $700K | 1.25% |
| $700K - $1.2M | 1.15% |
| $1.2M - $2.2M | 1.10% |
| $2.2M - $3.2M | 1.00% |
| $3.2M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Management Fees will be negotiable in the sole and absolute discretion of the Advisor.
Fee Estimator
You'll pay a quarterly fee in advance based on your portfolio size (see rates in table). For example, a $500,000 portfolio would cost $7,500 per year. Fees are negotiable at the Advisor's discretion. The firm generally requires a minimum of $500,000 of assets under management.
Areas of Practice
Advisor Information
Office location
301 California Drive #9, Burlingame, CA, 94010
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 involved in several real estate ventures, including owning rental properties and locating investment opportunities. He also holds a minority ownership in a restaurant group and serves as secretary for Dommerich Elementary Fund.