Charles Manthey
Charles Manthey is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Richardson, TX, with 38 years of industry experience. Charles 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
800 E Campbell, Suite 173, Richardson, TX, 75801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an insurance agent selling life insurance and spends minimal time on this activity. He is also the president of Bluechip Financial Planning, Inc., an investment advisory firm, dedicating nearly full-time hours to this role. Charles is also a voting board member for Prairie Club, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Bluechip Financial Planning, INC.
Previous Registrations
Bts Asset Management, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.