James Milazzo
James Milazzo is a registered investment advisor at Axxcess Wealth Management, LLC, based in Overland Park, KS, with 26 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, Charitable Giving, and 10 more. Their firm serves 10,357 clients with $8.9B 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 | 2.00% |
Annual fees range from 0.15% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
7400 W. 130th Street, Suite 230, Overland Park, KS, 66213
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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 has 50% ownership in Sewalson Milazzo Financial Consulting Group LLC, dedicating full-time hours to it, and it serves as a DBA for advisory activities. He also works as an insurance agent selling accident & health, life, variable life, and variable annuity products, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward JonesBroker
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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