James Adducci is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Barrington, IL, with 20 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, 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
15 Spring Lane, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as the Village of Crestwood Comptroller, dedicating about 10-20% of his time to financial statement preparation. He is also a partner at Adducci Vega Financial Group, LLC, spending about a quarter of his time on tax preparation and accounting, with additional time spent on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Avantax Advisory Services
Adducci Financial Services, LTD.
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations15 states
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