James Schleicher
James Schleicher is a ChFC-designated registered investment advisor at W&s Advisory Services, LLC, based in Willoughby, OH, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.
Location
4230 State Route 306, Suite 300, Willoughby, OH, 44094
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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 full-time sales agent for Western Southern Life and owns IBB-WS LLC rental property. He is also a co-owner/co-founder of Team IBB, LLC, a leadership and motivational speaking company, and owns IBB, Inc. and Team IBB, LLC for passive income from an online book, and volunteers for the Tommy DeRoia Foundation. He also teaches at Lake Erie College.
Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations28 states
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