Christopher Hasircoglu
Christopher Hasircoglu is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 35 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
247 N. Shippen St., Suite 10, Lancaster, PA, 17602
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2016Customer Dispute
January 2010Criminal
November 1981Other Business ActivitiesSells Insurance
Christopher sells life and health insurance products, including occasional SPIAs, to fulfill client needs, dedicating minimal time to this activity. He also manages client portfolios through Lancaster County Financial Group, LLC, spending about half his time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Lancaster County Financial Group, LLC
Previous Registrations
Securities America, INC.Broker
A. Ch. Securities, INC.Broker
Securities Service Network, LLCBroker
North American Financial Group, INC.Broker
Keogler, Morgan & Company, INC.Broker
State Registrations16 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.
Exams
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