James Tschantz
James Tschantz is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Massillon, OH, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Massillon, OH
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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 ActivitiesSells Insurance
James operates under the DBA Tschantz Wealth Management since 2011 and sells fixed insurance products, dedicating about 10-20% of his time to the latter. He is also an Investment Advisor Representative with Signature Equity Partners, LLC, spending about a quarter of his time on sales/marketing of investment advisory products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Signature Equity Partners, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
The O.N. Equity Sales CompanyBroker
Donahue Securities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations5 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.