Chet Mcwilliams
Chet Mcwilliams is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Cambridge, MD, with 38 years of industry experience. Chet 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
301 Sunburst Highway, Cambridge, MD, 21613
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Chet works as an insurance agent for McWilliams Financial Group, offering various insurance products and payroll services, dedicating full-time hours to this role. Chet also owns and manages rental properties through Hayward Street Properties LLC, spending minimal time on this activity, and works as a notary public.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations18 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.