Chester Ritchie
Chester Ritchie is a registered investment advisor at Osaic Wealth, INC., based in Midlothian, VA, with 36 years of industry experience. Chester 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
6500 Harbour View Court, Suite 101, Midlothian, VA, 23112
Get directionsHistory
Regulatory History (3)
Judgment / Lien
November 2011Judgment / Lien
April 2009Judgment / Lien
July 2005Other Business Activities
Chester works as a financial advisor for Capitol Financial Solutions, dedicating nearly full-time hours to this role. He also manages two LLCs for office operations and equipment leases, and holds power of attorney for his spouse and son, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.