Nancy Siegel is a registered investment advisor at Osaic Wealth, INC., based in Denver, CO, with 39 years of industry experience. Nancy 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
600 South Cherry Street, Suite 1125, Denver, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy is the President of Stone Associates, Ltd DBA CitiWest Capital Corporation, a state-registered investment advisor firm, dedicating about half her time to providing financial planning services. She also volunteers for the Jewish National Fund, spending minimal time as a board member and advisor.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Citiwest Capital Corporation
Previous Registrations
Securities America, INC.Broker
Lumiere Securities, INC.Broker
Larimer Capital CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations5 states
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