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 High Net Worth, Investment Management. Their firm serves 320 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifetime Financial directs clients to third-party money managers, and LFI is compensated via a fee share from those managers. The fees shared are negotiable.
For clients directed to Synergy Asset Management LLC, the total annual fee is:
- $0 - $1,000,000: 1.85% (LFI's fee is 1.25%, Synergy's fee is 0.60%)
- $1,000,001 - $3,000,000: 1.50% (LFI's fee is 1.00%, Synergy's fee is 0.50%)
- $3,000,001 and up: 1.40% (LFI's fee is 1.00%, Synergy's fee is 0.40%)
Clients also pay a $30 annual technology fee per open account, billed quarterly.
For clients directed to Turner Capital Investments, LLC, the minimum requirement is $100,000. The annual fee is 1.00% for all assets. Turner also charges a subadvisory fee:
- $0 - $2,500,000: 1.00% annually
- $2,500,001 - $5,000,000: 0.75% annually
- Amounts over $5,000,001: 0.50% annually
For 3(38) Investment Manager services, the annual fee is:
- Less than $1,000,000: 1.25%
- $1,000,000 - $2,999,999: 1.00%
- $3,000,000 - $7,499,999: 0.75%
- $7,500,000 +: 0.65%
For the Cash Management Platform, the annual fee is 0.50% of all assets. This fee is negotiable.
Location
605 N HIgh St 600, Columbus, OH, 43215
Get directionsHistory
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 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 Registrations1 state
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