Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Financial planning fees are either fixed (up to $10,000) or hourly (up to $250 per hour), and are negotiable. Retirement plan advisory fees range up to 1.00% and may be negotiable. The firm generally requires a minimum relationship size of $100,000, but this may be reduced or waived at the Adviser’s discretion.
Areas of Practice
Advisor Information
Office location
3009 Napier Park, Shavano Park, TX, 78231
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 involved with VitalStone Financial, LLC and Maridea Wealth Management LLC, spending nearly full-time on these activities. He is also a licensed insurance agent with Maridea Insurance Company, LLC, dedicating about 10% of his time to insurance sales and implementation.