James Dischert
James Dischert is a registered investment advisor at Three Sixty Wealth Management, LLC, based in Bloomington, IL, with 12 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 166 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Sixty Wealth Management's fees for wealth management are based on a percentage of your portfolio's value, ranging up to 1.50% annually. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with the firm. Fees are paid quarterly in advance.
Location
1702 Tullamore Ave, Suite B, Bloomington, IL, 61704
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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 ActivitiesSells Insurance
James works as an insurance agent selling life, health, disability, annuities, and long-term care insurance products since 2006. This takes a few hours per week, with 80% of that time occurring during trading hours.
Employment History
Current Registrations
Three Sixty Wealth Management, LLC
Previous Registrations
Cwm, LLC
Capital Asset Advisory Services, LLC
State Registrations3 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.