Advisor at Lifeguide Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifeguide Financial Advisors, LLC
Location
Mechanicsburg, PA 17055
Credentials
Series 65
Industry experience
1 year
James Ortale is a financial advisor at LifeGuide Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining LifeGuide, he worked at Bigelow Tea and has experience at Gordon College and the Town of Southbury. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a strategic asset allocation approach using low-cost mutual funds and ETFs, combined with fundamental and occasional technical analysis, and emphasizes structured life planning and values-based advice.
Based on Lifeguide Financial Advisors, LLC
Initial one-time fixed fees up to $10,000 or $20,000 for financial plans; project fees up to $20,000
$0 - $100,000: 1.60% $100,001 - $500,000: 1.30% $500,001 - $1,000,000: 0.93% $1,000,001 - $5,000,000: 0.60% $5,000,001+: 0.37%
Hourly fees up to $800 per hour
Fixed monthly ongoing planning, coaching, and advice fees up to $5,000 per month
Account minimum: $1,125,000 Minimum fee: Minimum annual fee of $1,800 per household per year for Investment+, Essentials, Essentials+, Signature, Premier, and Wrap Fee Programs; minimum annual fee of $4,800 per household per year for Signature program's combined fees Fee-only: Hourly fees up to $800 per hour; project fees up to $20,000; fixed initial fees up to $10,000 or $20,000 depending on program; fixed monthly fees up to $5,000 per month for ongoing advice
400 W Main St.
Mechanicsburg, PA 17055
Pennsylvania
LifeGuide Financial Advisors, LLC
2024 - Present (2 years)
LifeGuide Financial Advisors, LLC
2024 - 2024 (1 year)
Bigelow Tea
2023 - 2024 (1 year)
Bigelow Tea
2023 - 2023 (1 year)
Town of Southbury
2022 - 2022 (1 year)
Gordon College
2022 - 2022 (1 year)
Gordon College
2021 - 2023 (2 years)
Student
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Harrisburg, PA
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