Edward Meinen
Edward Meinen is a registered investment advisor at Osaic Wealth, INC., based in Fort Worth, TX, with 39 years of industry experience. Edward 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
3403 S. University Dr., Fort Worth, TX, 76109
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Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Edward is an agent/representative for Meinen Agency Inc., an independent insurance sales corporation, since 1985, where he spends about half his time and has 100% ownership. He is also a registered representative with SagePoint Financial, Inc. since 2009.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations10 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.