Raymond White
Raymond White is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bedford, NH, with 38 years of industry experience. Raymond 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
264 South River Road, Suite 492, Bedford, NH, 03110
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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
Raymond is an agent at Cornerstone Benefit and Retirement Group LLC, offering various insurance products and employee benefits, dedicating nearly full-time hours to this role. He also owns and manages real estate through RAM, LLC and a timeshare, requiring minimal time commitments.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations10 states
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