Charles Maher is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 40 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Charles is the President of Colorado Financial Network, Inc., managing business expenses and corporate accounting. He also owns two properties and acts as a property manager, though a third party handles marketing and management for one of them; these activities require minimal time.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Visions, INC.
Cabot Lodge Securities LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Harrison Douglas, INC.Broker
Cullum & Sandow Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Pruco Securities CorporationBroker
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.