Jerauld Garry
Jerauld Garry is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Mitchell, SD, with 41 years of industry experience. Jerauld 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
1716 N Sanborn Blvd, Mitchell, SD, 57301
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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
Jerauld sells and services life insurance, long-term care, and variable/fixed annuities through Dice Financial Services Group, spending about 10-20% of his time on this. He also serves as a board member for the Mitchell Prehistoric Indian Village Preservation Society, dedicating a few hours per week to advising on preservation and development.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Dice Financial Investment Advisory, LLC
Dice Financial Investment Advisory
Integrated Resources Equity CorporationBroker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations23 states
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