Neal Slafsky is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 38 years of industry experience. Neal 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
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Neal is a managing member of RABSCO, LLC, handling general administrative duties. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Capital Planning Group
Capital Planning Group, LLCBroker
MML Investors Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Equity Services, INC.Broker
State Registrations7 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.