Valery Oswald is a registered investment advisor at Epic Wealth Management, LLC, based in Oklahoma City, OK, with 37 years of industry experience. Valery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 153 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees vary between 0% and 3% based on the market value of assets, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
7406 N Classen Blvd, Oklahoma City, OK, 73116
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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 Activities
Valery is the owner of BE, LLC, which owns Reign Capital Partners, LLC, the owner of Epic Wealth Management, LLC. Valery is also an indirect owner of Epic Business Advisory, LLC, an entity providing business consulting services; Valery dedicates minimal time to these activities.
Employment History
Current Registrations
Epic Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.
Exams
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