Albert Wade
Albert Wade is a registered investment advisor at Osaic Wealth, INC., based in Port St Lucie, FL, with 39 years of industry experience. Albert 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
5476 NW Culver Ct, Port St Lucie, FL, 34986
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2010Customer Dispute
October 2000Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Albert is involved in several non-profit organizations, including Lions Clubs International and the Florida Lions Foundation. He also operates A. Geoffrey Wade Financial Services, LLC for tax purposes and works as an IAR with American Portfolios Advisors, while dedicating time to selling insurance products for AFLAC, United Healthcare, and Mutual of Omaha.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Painewebber IncorporatedBroker
State Registrations6 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.