Samuel Price
Samuel Price is a registered investment advisor at Osaic Wealth, INC., based in North Chesterfield, VA, with 38 years of industry experience. Samuel 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
9100 Arboretum Pkwy, Suite 230, North Chesterfield, VA, 23236
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Regulatory History (1)
Regulatory
April 2009Other Business ActivitiesSells Insurance
Samuel is the owner of Price Financial Services, engaging in insurance-related sales. He dedicates minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Voya Financial Advisors, INC.
Ing Financial Partners, INC
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Waddell & Reed, INC.Broker
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.