Gary Everts
Gary Everts is a registered investment advisor at Osaic Wealth, INC., based in Nunda, NY, with 36 years of industry experience. Gary 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
36 N State St, Nunda, NY, 14517
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2012Other Business ActivitiesSells Insurance
Gary is a broker at Future Financial Group, selling fixed life insurance, fixed annuities, long-term care, and disability income, dedicating about 10-20% of his time. He also works as a financial advisor at SAA, spending a few hours per week on advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial CorporationBroker
1717 Capital Management CompanyBroker
Veravest Investments, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations8 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.