James Schipper is a registered investment advisor at Osaic Wealth, INC., based in Holland, MI, with 30 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
348 S Waverly Rd, Suite 100, Holland, MI, 49423
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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 partner at Schipper & Osterink, providing financial management, consulting, and insurance services, dedicating nearly full-time hours to this role. He also sells term life insurance and fixed annuities, and is a registered representative with Osaic Wealth, Inc., selling commission-based mutual funds and variable annuities; these activities are part of his work at Schipper & Osterink. Additionally, James is an investment advisor representative at Advisory Alpha, LLC, counseling clients on fee-based investments for a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Advisory Alpha, LLC
Previous Registrations
Triad Advisors LLCBroker
Regal Investment Advisors LLC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.
Aig Financial Advisors, INC.
Sagepoint Financial, INC.Broker
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Robert Thomas Securities, INCBroker
State Registrations16 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.