Ian James is a registered investment advisor at Forusall, based in Oakland, CA, with 11 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 46,734 clients with $1.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ian is the owner of ITJ LLC, a property holding company, since 2023. He devotes minimal time to this outside business.