Charla Turch
Charla Turch is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Arden Hills, MN, with 41 years of industry experience. Charla 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
6 Pine Tree Drive, Suite 300, Arden Hills, MN, 55112
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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
Charla works as an advisory representative at Financial Dimensions Group, dedicating about a quarter of her time to meeting with clients and providing financial advice. She also owns Charla D. Turch and sells life, long-term care, and disability insurance, spending minimal time on this activity. Additionally, Charla volunteers on the finance committee for St. Charles Borromeo Catholic Church, spending minimal time overseeing financial matters.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Dimensions Group, INC.
Financial Dimensions Group, INC.
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations12 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.