James Osborne

Join James Osborne, founder of Bason Asset Management, as he shares his journey of building a thriving solo advisory firm with over $225 million in assets under management. James reveals the benefits of his unique flat-fee structure, charging clients a predictable $4,800, which fosters transparency and aligns with his lifestyle goals. He discusses the emotional complexities of growth, the importance of personal fulfillment over income, and how to maintain a sustainable practice while prioritizing client relationships.