Steven Voshall
Steven Voshall is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Cumming, GA, with 36 years of industry experience. Steven 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
315 Allen Street, Cumming, GA, 30040
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Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Steven is a securities advisor, spending about half his time managing client accounts. He also owns North Georgia Senior Home Care LLC, beach rental properties, a timber farm (MAV Farms LLC), and Financial Benefit Group, Inc., through which he sells non-investment insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, INC.Broker
Pml Securities CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 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.