Phillip Wong
Phillip Wong is a registered investment advisor at Osaic Wealth, INC., based in Wayland, MA, with 30 years of industry experience. Phillip 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 (2)
Customer Dispute
January 2017Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Phillip owns Boston Wealth Mgt., an LLC, and provides various types of insurance to clients. He also serves as Secretary/VP of Finance for New England Working Dogs, a non-profit organization for dog sport enthusiasts, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations40 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.