Betsy Boyd is a registered investment advisor at Osaic Wealth, INC., based in Clarkston, MI, with 33 years of industry experience. Betsy 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
7150 Dixie Hwy, Suite 3, Clarkston, MI, 48346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Betsy is a managing executive at Boyd Investment Services LLC, established in 2016, which is used as a marketing name for her duties with FSC securities. She spends about 10-20% of her time on this, including trading, portfolio management, advisory, and administrative tasks.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Broad Street Securities, INC.Broker
Painewebber IncorporatedBroker
First of Michigan CorporationBroker
Grace Brothers LTD.Broker
State Registrations1 state
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