Nicholas Arre
Nicholas Arre is a registered investment advisor at Osaic Wealth, INC., based in Kingwood, TX, with 37 years of industry experience. Nicholas 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 Rockmead Dr, Suite 170, Kingwood, TX, 77339
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Regulatory History (1)
Regulatory
February 1996Other Business Activities
Nicholas owns a condo in the Dominican Republic and uses Cabarete Group as a property manager. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CORP
Arre Investment Services, INC.
Sentra Securities CorporationBroker
Sentra Securities CORP
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
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.