Paul Vladem is a PFS-designated registered investment advisor at Osaic Wealth, INC., based in Arden, NC, with 40 years of industry experience. Paul 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
Arden, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a registered investment advisor with Securities America Advisory, spending about half of his time there. He also holds an active CPA license, is president of Associated Investor Services, Inc., and is involved with several organizations in various roles, including investment committee member and trust protector.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Associated Investor Services, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Integrated Resources Equity CorporationBroker
Integrated Resources Equity CorporationBroker
Easter Kramer Group Securities, INC.Broker
State Registrations25 states
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