Barbara Treadwell
Barbara Treadwell is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Savannah, GA, with 42 years of industry experience. Barbara 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
11 Houston Street, Savannah, GA, 31401
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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
Barbara is a co-trustee for two irrevocable trusts and a board member of a non-profit organization. She is also a CFP through Barbara Treadwell LLC, and provides life insurance needs analysis and sales/service as a CLU and ChFC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Partners for Prosperity, INC.
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations15 states
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