James Clary
James Clary is a registered investment advisor at Osaic Wealth, INC., based in Broomall, PA, with 37 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
Broomall, PA
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Regulatory History (1)
Regulatory
January 2004Other Business ActivitiesSells Insurance
James is an insurance agent with Narrow Path Financial Group, offering disability insurance, traditional life insurance, fixed annuities, and long-term care insurance, dedicating about 10-20% of his time. He also offers life settlements and premium financing, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
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.