Thomas Bulloch
Thomas Bulloch is a registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 35 years of industry experience. Thomas 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
2977 Goodlette-Frank Road, Suite 36, Naples, FL, 34103
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Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Thomas is an insurance agent offering life settlements and traditional life insurance since 1990. He dedicates minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.Broker
Osaic Fa, INC.
Cigna Financial Advisors,inc.Broker
State Registrations18 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.