William Schweitzer
William Schweitzer is a registered investment advisor at Osaic Wealth, INC., based in Brookfield, WI, 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
150 South Sunny Slope Road, Suite 101, Brookfield, WI, 53005
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Criminal
May 1976Other Business ActivitiesSells Insurance
William is an agent for WJS Wealth Management Inc, providing traditional insurance since 1985, and spends minimal time on this. He is also a board member for Friends for Health in Haiti and provides tax preparation services for his clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Penn Mutual Equity Services, INC.Broker
Monarch Securities, INC.Broker
State Registrations10 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.