James Colitsas is a registered investment advisor at Omni 360 Wealth, INC., based in Plainsboro, NJ, with 19 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 375 clients with $320M 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 | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on the scope, complexity, and frequency of client needs.
Fee Estimator
Location
777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ, 08536
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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 the owner/proprietor of Princeton Financial Group, LLC, dedicating a few hours per week, and a managing partner at Thomas Colitsas & Associates, PA and Princeton Group Tax, Consulting & Accounting, dedicating about 10-20% of his time. He is also a member of Carnegie Holdings, LLC, which owns 777 Property Management, LLC, the landlord for Princeton Financial Group LLC.
Employment History
Current Registrations
Omni 360 Wealth, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations1 state
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.