James Sumser is a CFP-designated registered investment advisor at Oneseven, based in Stow, OH, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
3922 Clock Pointe Trail, Suite 102, Stow, OH, 44224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the sole proprietor/owner of Woody's Woodshop LLC, a woodworking business, since 2021. He spends about 10-20% of his time on this activity after business hours.
Employment History
Current Registrations
Oneseven
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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