David Bond
David Bond is a registered investment advisor at Osaic Wealth, INC., based in Auburn Hills, MI, with 39 years of industry experience. David 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
3069 University Dr #200, Auburn Hills, MI, 48326
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Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
January 2009Other Business ActivitiesSells Insurance
David is the VP of Wiklund & Bond Financial Services, Inc., where he sells group benefits including health insurance, dental, group life, and disability. He also serves as a board member for Spring Hill Camps and Imagine, a non-profit tutoring program, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations20 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.