Barbara Comer
Barbara Comer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in New Hartford, CT, with 44 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
New Hartford, CT
Get directionsHistory
Regulatory History (2)
Regulatory
December 2014Customer Dispute
October 2012Other Business Activities
Barbara works as a licensed sales assistant for Comer and Greak Financial Consultants since 2015. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp Advisory Services INC
Comer & Greak Financial Consultants
Investacorp, INC.Broker
Cigna 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.