James Rossi
James Rossi is a registered investment advisor at Lifetime Financial, INC., based in Columbus, OH, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 263 clients with $63M 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 | 1.00% |
Lifetime Financial utilizes multiple third-party money managers and platforms with varying fee schedules, including Turner Capital Investments (1.00% base management fee plus sub-advisory tiers from 0.50% to 1.00%), Synergy Asset Management (total fees from 1.40% to 1.85%), and a Cash Management Platform at 0.50%.
Fee Estimator
Location
605 N HIgh St 600, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
James works as an independent insurance agent, selling life and health insurance, long-term care, and annuities since 2022. He also provides consulting and educational services to financial professionals, taking about half of his time for insurance and about a quarter of his time for consulting.
Employment History
Current Registrations
Lifetime Financial, INC.
Previous Registrations
Iams Wealth Management, LLC
Kinetic Financial
State Registrations2 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.
Exams
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