Christopher Beaulieu
Christopher Beaulieu is a registered investment advisor at Osaic Wealth, INC., based in Warwick, RI, with 33 years of industry experience. Christopher 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
935 Jefferson Boulevard, Suite 2000, Warwick, RI, 02886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher operates under the DBA Beaulieu Wealth Management, collaborating with other advisors. He also engages in insurance sales, including life insurance, long-term care insurance, and fixed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.Broker
John Hancock Funds, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations20 states
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