James Mcmonigle
James Mcmonigle is a registered investment advisor at Osaic Wealth, INC., based in Cherry Hill, NJ, with 45 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
1909 Route 70 East, Suite 100, Cherry Hill, NJ, 08003
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2002Customer Dispute
January 2000Customer Dispute
January 1999Other Business ActivitiesSells Insurance
James works as an Investment Advisor for Wealth Management Associates, Inc. since 2019, dedicating about 20% of his time to investment advisory services. James also services variable annuities that he wrote in the past as an insurance agent since 1983.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Prudential Securities IncorporatedBroker
Janney Montgomery Scott INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations14 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.