Kim James is a CFP, PFS-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 28 years of industry experience. Kim 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
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kim is a CPA at Jotkoff & Associates, PA, dedicating about a quarter of their time to accounting and tax preparation. Kim also works as a registered administrative representative at Triad Advisors, Inc., owns rental property through James Gang Enterprises Inc & CosJam Holdings LLC, is an adjunct professor at the University of Memphis, and owns Live Edge Pottery LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Jotkoff Financial Services, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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