Christine Theroux
Christine Theroux is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wayland, MA, with 33 years of industry experience. Christine 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
286 Boston Post Road, Wayland, MA, 01778
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Christine is the Director of Financial Planning at Boston Wealth Management since 2020, dedicating full-time hours to this role. Her responsibilities include plan advising, financial planning, business development, and servicing existing clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Horace Mann Investors, INC.Broker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
Allmerica Investments, INC.Broker
New England SecuritiesBroker
Fis Securities, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations1 state
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.