Millennial Financial Advisor James Osborne and His Non-Traditional (But Successful) Way of Running His Practice

Between Now and Success · Aug 24, 2015 · 49m

MILLENNIAL FINANCIAL ADVISOR JAMES OSBORNE STARTED OUT ON A TRADITIONAL FINANCIAL ADVISOR TRACK then he became disillusioned.

He noticed there wasn't much difference in the services he provided to a client with a 3 or 4 million dollar portfolio versus a client with a half million dollar portfolio. As he told me, "It started to feel that the fee structure was not based on what we did for people or the value proposition, but was really based on ability to pay."

So what did he do?

He left the traditional RIA, started his own firm, and began charging a flat fee of $4,500 per year, which includes…