Jill Slayton
Jill Slayton is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Heath, TX, with 37 years of industry experience. Jill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
6710 Horizon Rd, Suite 102, Heath, TX, 75032
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2012Customer Dispute
February 2004Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Jill is an owner/agent selling life, health, and long-term care insurance, dedicating about 10-20% of her time to this. She also owns rental homes and raises cattle, spending minimal time on rentals and a few hours per week on cattle. Jill is also the President of Slayton Wealth Management, which takes up more than full-time hours, and offers fixed insurance products to clients.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Williams, Buchanan & Company, INC.Broker
Lomas Securities USA, INC.Broker
State Registrations17 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.
Exams
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