Tyler James
Tyler James is a registered investment advisor at Osaic Wealth, INC., based in Springfield, MO, with 22 years of industry experience. Tyler 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
909 E Republic Rd, Bldg F, Suite 200, Springfield, MO, 65807
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Tyler is the President of James Financial Partners, LLC, brokering fixed insurance products, which takes about a quarter of his time. He also serves as a board member and Vice President for Logan Rogersville Educational Foundation and is an investment committee member for Harmony House, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Nylife Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 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.