James Kampstra
James Kampstra is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Gettysburg, PA, with 17 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
37 South 5th Street, Gettysburg, PA, 17325
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Regulatory History (1)
Criminal
October 2007Other Business ActivitiesSells Insurance
James is a financial advisor for Kampstra Enterprises Inc. and Kampstra Wealth Management, dedicating full-time hours to each. He also sells fixed insurance products and manages rental real estate, while serving on the boards of Adams County Community Foundation and Totem Pole Playhouse, and providing crypto liquidity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations16 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.