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My 10-year journey from a BoA call center to establishing a solo $73-million AUM RIA

I established my own business two years ago with a pitch [and fee structure] so appealing I don't always finish it

Author Guest Columnist James Osborne March 31, 2015 at 7:46 PM
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James Osborne: I grew weary of explaining underperformance to clients and frustrated that our best attempts to find the 'best' managers seemed left to chance.

Breakaway Stories



April 9, 2015 — 3:43 PM

Great story, James. You are an inspiration in the industry. The idea that one should be paid for the work one does rather than a slice of a client’s net worth every year, unfortunately seems to be foreign to most in the industry. I live in Canada, where a company using a flat fee model does not yet exist. As soon as one does, that also follows evidence based investing, will find me lining up to be their first client.



June 10, 2015 — 5:38 PM

Thanks for sharing your story, James. I’m in the process of registering my RIA with Virginia at this very moment and your story is encouraging. I look forward to reading more of your articles.

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