The firm's only source of revenue is fees assessed to manage client assets. The annual fee for portfolio management is negotiable between the advisor and client, ranging between 0% and 2.5% of assets under management. Hourly billing is offered on a limited basis, not to exceed $500 per hour. Factors determining the fee structure include complexity of securities, number of meetings, travel required, time spent educating the investor, and research and planning. All client fees are negotiable and may vary. The Investment Advisor Representative or MDX Wealth can elect to waive a fee for an account in unique and special circumstances.
2245 Texas Dr, Suite 300, Sugarland, TX, 77479
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Learn about disclosures →James is a licensed life and health insurance agent in Texas, dedicating minimal time to this activity. He also serves as CEO of MDX Wealth Management (about half his time), President of MDX Holdings, Inc., and OSJ Manager/Registered Representative at Bournehill Investment Services, Inc. (about 10-20% of his time).