Charles Minnich
Charles Minnich is a registered investment advisor at Osaic Wealth, INC., based in East Norriton, PA, with 34 years of industry experience. Charles 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
2100 Swede Rd, East Norriton, PA, 19401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an Investment Advisor Representative at Foundation Capital Management, LLC, dedicating a significant amount of time to managing money for clients. He also serves on the Board of Trustees for Holy Child School of Rosemont and Ancillae Assumpta Academy, and is a member of the Investment Committee at LaSalle College High School, and is a life insurance producer for Crump Life Insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Foundation Capital Management, LLC
Previous Registrations
Securities America, INC.Broker
The Marshall Financial Group LLC
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations31 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.