James Oshaughnessy
James Oshaughnessy is a registered investment advisor at Global Retirement Partners LLC, based in Northbrook, IL, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
707 Skokie Blvd Ste 400, Northbrook, IL, 60062
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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 is involved with several entities related to HUB International and Global Retirement Partners, LLC, primarily in investment advisory roles. These activities collectively take up a significant amount of James's time, including full-time work with Sheridan Road Financial and HUB Retirement and Wealth Management, and about a quarter of his time with Global Retirement Partners, LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
LPL Financial LLC
Independent Financial Partners
Sheridan Road Advisors, LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.