Nancy Hite
Nancy Hite is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, with 33 years of industry experience. Nancy 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
1200 North Federal Highway, Suite 300, Boca Raton, FL, 33432
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Regulatory History (2)
Customer Dispute
March 2012Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Nancy is an IAR at The Strategic Wealth Advisor, spending nearly full-time on sales/marketing of securities, investment advisory, and insurance products. She is also an author and a broker at Strategic Wealth Insurance, dedicating about 10-20% of her time to sales/marketing of fixed annuities and non-variable insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
High Mark Securities, INC.
High Mark Securities, INC.Broker
Prime Capital Services, INC.Broker
K.W. Brown InvestmentsBroker
Noble International Investments, INC.Broker
Intersecurities, INC.Broker
Tower Equities, INC.Broker
K.W. Brown InvestmentsBroker
Chubb Securities CorporationBroker
State Registrations10 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.