James Burcham is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Myrtle Beach, SC, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
2024 Ayershire Lane, Myrtle Beach, SC, 29575
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Regulatory 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 Activities
James works as an investment adviser representative for Arbor Point Advisors, focusing on fee-based money management through Fidelity IWS. This activity takes about half of his time.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Comprehensive Financial Services, INC.Broker
International Money Management Group, INC.Broker
New York Life Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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