Dale Sailors
Dale Sailors is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Laramie, WY, with 39 years of industry experience. Dale 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
Laramie, WY
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Regulatory History (2)
Customer Dispute
November 2015Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Dale sells fixed life insurance, long-term care insurance, and fixed annuities as an outside insurance activity since 2013. He also works as an Investment Advisor Representative, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Osaic Wealth, INC.
Principal Securities, INC.
Princor Financial Services Corporation
Principal Securities, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.