Jeffrey Oprondek is a registered investment advisor at Osaic Wealth, INC., based in Homer Glen, IL, with 35 years of industry experience. Jeffrey 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
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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
Homer Glen, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Everen Securities, INC.Broker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations9 states
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