Eric Bailey
Eric Bailey is a registered investment advisor at Osaic Wealth, INC., based in Silver Spring, MD, with 41 years of industry experience. Eric 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
8403 Colesville Road, Suite 845, Silver Spring, MD, 20910
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Criminal
January 1976Other Business ActivitiesSells Insurance
Eric sells life insurance and life settlements through brokerage companies since 2008, and assists clients with disability insurance, fixed annuities, life settlements, and traditional life insurance through Bailey Wealth Advisors, LLC, dedicating minimal time to these activities. Eric also owns Bailey Wealth Advisors, LLC, an entity created for business expenses and responsibilities, dedicating full-time hours to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Cigna Financial Advisors,inc.Broker
State Registrations22 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.