James Osborne is a CFP-designated registered investment advisor at Bason Asset Management, based in Lakewood, CO, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 139 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bason Asset Management does not charge fees based on the value of your portfolio. Instead, they charge a flat annual retainer fee of $5,800, billed quarterly at $1,450. This fee covers ongoing portfolio monitoring and management. There is also an initial flat fee between $1,500 and $3,000 for initial portfolio design and set-up.
Location
355 S. Teller St., Suite 200, Lakewood, CO, 80226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bason Asset Management
Previous Registrations
M. J. Smith and Associates
Pacific West Financial Consultant INC
State Registrations3 states
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