William Frailey
William Frailey is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Olympia, WA, with 42 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
Olympia, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a life insurance agent through WP Frailey Wealth Management, Inc., though he spends minimal time on this activity most months. He has been an agent since 1981.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Pacific Harbor Securities, INC.Broker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
U.S. Securities Clearing CORP.Broker
Titan Capital CorporationBroker
Capital Analysts, IncorporatedBroker
Cigna Securities, INC.Broker
Financial Planners Equity CorporationBroker
Southmark Financial Services, INC.Broker
Prudential-Bache Securities INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations16 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.