Edward Gardner
Edward Gardner is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 31 years of industry experience. Edward 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
2519 South Blvd., Suite 100, Houston, TX, 77098
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2000Customer Dispute
May 2000Other Business Activities
Edward is a partner in 2519 South Blvd LTD, managing a building that houses his CPA practice and securities business, dedicating a few hours per week. He also owns Edward M. Gardner PC, a CPA firm offering tax planning and preparation services, which takes up nearly all of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
United Securities Alliance, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
State Registrations15 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.