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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing Client relationships may currently exist wherein the fees are higher or lower than the fee schedule above.
Fee Estimator
Financial planning services are billed at $150 per hour for a written financial plan. Investment advisory fees are based on a percentage of investable assets, billed quarterly in advance. The fee schedule is 1.00% on the first $2,000,000, 0.80% on the next $3,000,000 (from $2,000,001 to $5,000,000), and 0.60% on assets above $5,000,000. Existing client relationships may have higher or lower fees. Fees are separate from custodian and investment expenses.
Areas of Practice
Advisor Information
Office location
670 West Shepard Lane, Ste 101, Farmington, UT, 84025-3936
Get directionsRegulatory History (1)
Criminal
November 1980Other Business Activities
James is the sole owner of F.W.A. Realty and occasionally represents clients in real estate transactions. He also owns a 50% interest in East Meadows Homes, LLC and an 11.2% interest in Land Solutions Partners-East Meadows, LLC, spending about 10-20% of his time as a managing partner.