William Goodlad
William Goodlad is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in North Palm Beach, FL, with 40 years of industry experience. William 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
701 Us Highway 1, Suite #404, North Palm Beach, FL, 33408
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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
William provides life settlement services, sells various insurance products (life, disability, annuities, LTC, health, dental, etc.), and offers insurance consulting services. He also operates South Florida Wealth Management, LLC and is a sole proprietor, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
New England SecuritiesBroker
New England Securities Corporation
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Sun Investment Services CompanyBroker
Green Hill Financial Service CorporationBroker
State Registrations11 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.