James Schleicher
James Schleicher is a ChFC-designated registered investment advisor at W&s Advisory Services, LLC, based in Willoughby, OH, with 18 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:
- Single account — $3.00 per month
- Multiple accounts — $5.00 per month
This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.
Location
4230 State Route 306, Suite 300, Willoughby, OH, 44094
Get directionsHistory
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 is a full-time sales agent for Western Southern Life and owns IBB-WS LLC rental property. He is also a co-owner/co-founder of Team IBB, LLC, a leadership and motivational speaking company, and owns IBB, Inc. and Team IBB, LLC for passive income from an online book, and volunteers for the Tommy DeRoia Foundation. He also teaches at Lake Erie College.
Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations28 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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