Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
ORG Partners, LLC charges an annual wrap fee based on total assets under management, up to 2.00% for all assets. This fee is negotiable based on client needs and complexity. The fee covers transaction costs, but clients are responsible for custodial fees, fund expenses, and other account-related fees. Fees are paid quarterly in advance, with prorated refunds upon termination. ORG receives around 90% of the advisory fee after paying transaction fees. There is no account minimum.
Areas of Practice
Advisor Information
Office location
2424 La Maison Dr, Charlotte, NC, 28226
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 insurance licensed, but the filing does not specify the type of insurance or time commitment.