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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
1200 North Federal Highway, Suite 300, Boca Raton, FL, 33432
Get directionsHistory
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.
Exams
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