Marc Minor
Marc Minor is a registered investment advisor at Osaic Wealth, INC., based in East Peoria, IL, with 33 years of industry experience. Marc 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
430 N Main Street, East Peoria, IL, 61611
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2024Customer Dispute
December 2016Customer Dispute
January 2016Customer Dispute
February 2012Customer Dispute
December 2005Other Business Activities
Marc is the President & Sr. Partner at Legacy Investment Services, Inc., spending about 10-20% of his time on duties such as updating marketing materials and conducting advisor coaching. He is also the CEO of Advisor Controls and Advisor Nation, both corporations focused on providing technology and coaching platforms for advisors, each taking about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Nylife Securities INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations50 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.