James Schumaker
James Schumaker is a registered investment advisor at Optivise Advisory Services LLC, based in Layayette, IN, with 7 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
3229 Olympia Dr E, Layayette, IN, 47909
Get directionsHistory
Regulatory History (1)
Regulatory
February 2021Other Business ActivitiesSells Insurance
James works as an independent insurance agent for various independent insurance companies since 2018. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Oneamerica 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.