Walter Boleman is a registered investment advisor at Osaic Wealth, INC., based in Blue Ridge, GA, with 41 years of industry experience. Walter 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
Blue Ridge, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is a partner at D-Squared Investments, focusing on client relationships and advisory services. This investment-related activity takes nearly full-time hours each month, including some time during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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