Fred Scheller
Fred Scheller is a registered investment advisor at Osaic Wealth, INC., based in Estero, FL, with 44 years of industry experience. Fred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Estero, FL
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Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Fred is involved in several business activities, including co-owning a gem quarry, owning a vineyard, and acting as a principal broker for real estate referrals. He also owns Scheller Financial Services, where he sells various insurance products, and works full-time as an investment advisor representative and registered principal with Pearson Financial Group/SagePoint Financial.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Scheller Financial Services
Sunamerica Securities, INC.Broker
U.S. Securities Clearing CORP.Broker
Waddell & Reed, INC.Broker
State Registrations32 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.
Exams
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