George Veater is a registered investment advisor at Osaic Wealth, INC., based in Fresno, CA, with 39 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
7108 North Fresno Street, Suite 410, Fresno, CA, 93720
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2022Customer Dispute
December 2004Customer Dispute
May 2004Customer Dispute
August 2003Customer Dispute
May 2003Regulatory
February 2000Other Business Activities
George owns and operates Veater Ranch and Cattle Co, Zero Gravity Cowboys (bronc riding school), an AirBnB, and rental property, dedicating about 10-20% of his time to the first two. He is also the President of Senior Strategies, Inc and a Financial Professional at Veater Financial Group, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
Spc
Sigma Financial CorporationBroker
Apex Capital, L.L.C.Broker
East - West Capital CorporationBroker
North American Management, INC.Broker
PFS Investments INC.Broker
State Registrations34 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.
Exams
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