Jerry Reimers
Jerry Reimers is a registered investment advisor at Osaic Wealth, INC., based in Taylors, SC, with 35 years of industry experience. Jerry 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
108 Amanda'S Autumn Lane, Taylors, SC, 29687
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Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Jerry owns Reimers Financial Services as a sole proprietorship. He spends minimal time selling term life and fixed annuities, about a few hours per week preparing tax returns, and nearly full-time on financial services, investments, and retirement planning.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
H.D. Vest Investment Securities, INC.Broker
State Registrations17 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.