Edward Tompkins
Edward Tompkins is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bozeman, MT, with 33 years of industry experience. Edward 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
602 South Ferguson Ave, Suite 1, Bozeman, MT, 59718
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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
Edward owns Bozeman Financial Advisors and is a partner at Securities America Advisors, dedicating about a quarter of his time to the latter. He also has several passive investments in restaurant businesses and has been an insurance agent since 1991.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Continental Investors Services, INC.Broker
Interpacific Investors Services, INC.Broker
State Registrations16 states
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