Brian Gracie
Brian Gracie is a registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 37 years of industry experience. Brian 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
999 Vanderbilt Beach Road, Suite # 338, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Brian is an owner/agent at Heritage Financial Consultants LLC and Jack H. Breskow & Associates, offering and servicing various insurance products. He also owns Brian Gracie and Associates, Inc., an entity set up to pay business expenses, dedicating significant time to this entity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations52 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.