James Schumaker
James Schumaker is a registered investment advisor at Optivise Advisory Services LLC, based in Layayette, IN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M 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 | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
Location
3229 Olympia Dr E, Layayette, IN, 47909
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Regulatory History (1)
Regulatory
February 2021Other Business ActivitiesSells Insurance
James works as an independent insurance agent for various independent insurance companies since 2018. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Oneamerica Securities, INC.Broker
State Registrations1 state
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.