David Watercutter
David Watercutter is a registered investment advisor at Osaic Wealth, INC., based in Fort Wayne, IN, with 32 years of industry experience. David 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
9602 Coldwater Road, Suite 100, Fort Wayne, IN, 46825
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Regulatory History (1)
Customer Dispute
May 2000Other Business ActivitiesSells Insurance
David owns 3 d ventures, a cell phone tower investment, and spends minimal time reconciling bank statements and reviewing tax returns. He also owns 100% of Watercutter Financial Services LLC, a DBA holding company for his securities business, and is a managing member of Watercutter Properties, a real estate holding company, and presents term life solutions to clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations28 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.