James Osborn is a registered investment advisor at Envest Asset Management, LLC, based in Ridgefield, CT, with 7 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, Financial Planning & Coaching, and 4 more. Their firm serves 67 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,000. For accounts less than $250,000, EAM may charge a combination of fixed fee and asset-based fee, typically ranging from $500 to $2,500, unless waived.
Fee Estimator
Location
Ridgefield, CT
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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 Activities
James owns membership interests in Energy Power Investment Holdings. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Envest Asset Management, LLC
State Registrations5 states
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