Charles Green
Charles Green is a registered investment advisor at Osaic Wealth, INC., based in Fort Worth, TX, with 38 years of industry experience. Charles 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
1612 Summit Ave, Suite 350, Fort Worth, TX, 76102
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Regulatory History (1)
Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Charles is an insurance agent for Charles R. Green & Associates, selling various insurance products, and spends minimal time on this. He also owns personal and inherited oil & mineral rights, manages a family cattle and deer hunting ranch, leases land for deer hunting, owns a vacation timeshare, is the executor of an estate, and is a board member of a church.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
First Western Securities, INC.
First Western Securities, INC.Broker
Fidelity Equity Services CorporationBroker
State Registrations27 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.