St. James charges an annual fee based on the market value of the account, paid quarterly. The maximum annual fee is 0.75%. Clients may also pay custodial, account maintenance, and brokerage fees. Sub-advised accounts are charged a maximum annual fee of 0.50%. St. James allows for negotiable fees. There is a minimum of $100,000 in total asset value to be managed, but exceptions may be made.
535 S. Kimball Avenue, Suite 140, Southlake, TX, 76092
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