William Clive is a registered investment advisor at Osaic Wealth, INC., based in Bentonville, AR, 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
Bentonville, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William provides investment advisory services through Security America Advisors and owns residential rental properties through Clive LLCs. He also prepares tax returns for approximately 500 clients, dedicating nearly full-time hours to tax preparation and real estate rentals.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Brookstreet Securities CorporationBroker
Sentra Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Waddell & Reed, INC.Broker
State Registrations7 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.