Frederick Blair is a registered investment advisor at Osaic Wealth, INC., based in Harrisburg, PA, with 37 years of industry experience. Frederick 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
8150 Derry Street, Suite C, Harrisburg, PA, 17111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is the owner of Blair Financial Svcs, co-trustee of Blair Family Trust, President of Rotary Club of Hummelstown, and President of Commonwealth Financial Associates, LTD. He also serves as executor for two estates.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Interlink Securities CORP.Broker
Transamerica Financial Advisors, INCBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
PNC Brokerage CORPBroker
T.H.E. Financial Group, LTDBroker
Homestead Capital CorporationBroker
Fidelity Equity Services CorporationBroker
State Registrations16 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.