William Bassow
William Bassow is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Grand Haven, MI, with 33 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
Grand Haven, MI
Get directionsHistory
Regulatory History (6)
Financial
October 2020Financial
March 2020Financial
April 2019Financial
March 2019Financial
February 2019Financial
November 2018Other Business ActivitiesSells Insurance
William is an investment advisor representative with Securities America Advisors, Inc. He also owns WJBassow Tax Strategies, providing tax preparation and consulting services, and sells life, disability, and variable insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations4 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.