James Shaffer
James Shaffer is a registered investment advisor at Integrated Wealth Solutions, LLC, based in York, PA, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 223 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable.
Fee Estimator
Location
2215 E. Market St, York, PA, 17402
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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 sells insurance, dedicating about 10% of his time to this activity. He also works as a project manager for Kinsley Construction, Inc. full-time, and is an Investment Advisor Representative and Vice President at Terrawealth Management, spending about 10-20% of his time there. Finally, he works as an insurance agent for Financial Independence Group (FIG), spending a few hours per week providing life insurance quotes.
Employment History
Current Registrations
Integrated Wealth Solutions, LLC
Previous Registrations
Cape Securities INC.Broker
Terra Wealth
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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