Cynthia Bremer
Cynthia Bremer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Gloucester, MA, with 41 years of industry experience. Cynthia 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
Gloucester, MA
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Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Cynthia is the trustee of several trusts, dedicating minimal time to these activities. She also owns a sole proprietorship where she determines client needs for insurance coverage, including long-term care, health insurance, and fixed annuities, and reviews various carriers to select from based on client needs and objectives.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
First Investors CorporationBroker
State Registrations16 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.