Judy Chastain is a registered investment advisor at Osaic Wealth, INC., based in Phoenix, AZ, with 33 years of industry experience. Judy 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
2800 North Central Avenue, Suite 2100, Phoenix, AZ, 85004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Securities America, INC.Broker
Sagepoint Financial, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Nationwide Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Canada Life of America Financial Services, INC.Broker
State Registrations2 states
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