Jonathan Pace
Jonathan Pace is a registered investment advisor at Osaic Wealth, INC., based in McKinney, TX, with 31 years of industry experience. Jonathan 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
3721 S. Stonebridge Drive, Suite 802, McKinney, TX, 75070
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Jonathan owns AP Insurance Services, marketing fixed and variable insurance products, and Advisor Bridge, Inc., used for tax, legal, and liability protection, each taking a few hours per week. Advisor Bridge will also be used as a marketing name for his role through Osaic Wealth and for the sale of securities products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Pro-Integrity Securities, INC.Broker
Sunpoint Securities, INC.Broker
Wma Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations50 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.