William Keel is a registered investment advisor at Osaic Wealth, INC., based in Katy, TX, with 39 years of industry experience. William 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
800 Avenue C, Katy, TX, 77493
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William owns Eagle American Investments, a real estate business, and spends a few hours per week on it. He is also involved with Core Benefit Services, Texas Outdoors Guns & Stuff, LLC, and Financial & Insurance Consultants, spending a significant amount of time on the latter two, where he sells insurance and provides financial advice.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Advantage Capital CorporationBroker
First American National Securities, INC.Broker
May & O'connor Capital INCBroker
State Registrations7 states
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