James Fenstermacher is a registered investment advisor at 360 Ira, based in Collegeville, PA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
360 IRA offers investment management services and charges an annual fee based on the value of your portfolio, up to 1%. This fee is negotiable. Fees are billed quarterly. 360 IRA may also recommend third-party managers, in which case you'll pay fees according to the third-party manager's fee schedule. 360 IRA receives a portion of the third-party manager's fee as a referral fee.
Location
Collegeville, PA
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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 is a sole proprietor working as an insurance agent through an insurance agency since August 2023. This takes about 10-20% of his time.
Employment History
Current Registrations
360 Ira
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life 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.