Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Investment management fees are based on a percentage of assets under management, ranging from 0.65% to 1.50% annually, billed quarterly. Ongoing financial planning is a recurring fixed fee, ranging from $350 to $2,500 monthly. Project-based financial planning is either a fixed fee ($2,500 to $10,000) or an hourly rate ($350/hour). Tax preparation fees may be included in investment management or ongoing financial planning fees. There is no minimum account size requirement.
Areas of Practice
Advisor Information
Office location
Portsmouth, NH
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 a registered investment adviser representative of Silver Pine Capital, LLC since 2018, providing advisory services to clients. This activity takes about 10-20% of his time.