Thomas Kudarauskas
Thomas Kudarauskas is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 36 years of industry experience. Thomas 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
1117 Perimeter Center West, Suite W507, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2023Customer Dispute
October 1998Customer Dispute
March 1998Other Business ActivitiesSells Insurance
Thomas receives trails for fixed indexed annuities sold prior to 2007 through CKM Capital Group, dedicating minimal time. He also acts as a Financial Power of Attorney through Thomas A Kudarauskas Inc, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Marion Bass Securities CorporationBroker
Paulson Investment Company, INC.Broker
Schneider Securities, INC.Broker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Investors Associates, INC.Broker
Robert Todd Financial CORP.Broker
Thomas James Associates, INC.Broker
State Registrations13 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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