William Zurek
William Zurek is a registered investment advisor at Osaic Wealth, INC., based in Lake Zurich, IL, with 39 years of industry experience. William 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
324 Foxfire Dr, Lake Zurich, IL, 60047
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2000Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra, LLC
Fintegra, LLCBroker
Midwest Financial and Investment Services, INC.Broker
Vision Investment Services, INC.Broker
Vision Asset Management INC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Citicorp Investment ServicesBroker
Financial Horizons Securities CorporationBroker
Invest Financial CorporationBroker
American Express Financial Advisors INC.Broker
Cowen & CO.Broker
Oppenheimer & CO., INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations2 states
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.