Pamela Davis
Pamela Davis is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Deerfield, IL, with 40 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Pamela is an investment advisor representative with Alera Investment Advisors and a registered representative with Triad Advisors, spending most of her time as an investment advisor representative. She also provides fixed business products, including LTC, property casualty insurance, disability insurance, and group benefits, and is a VP at Alera Group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Alera Investment Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Consolidated Resources, INC.Broker
State Registrations18 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.
Exams
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