Gus Andrews
Gus Andrews is a registered investment advisor at Osaic Wealth, INC., based in Midlothian, VA, with 32 years of industry experience. Gus 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
1507 Huguenot Rd, Suite 101, Midlothian, VA, 23113
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2005Regulatory
April 2005Customer Dispute
November 2003Customer Dispute
October 2003Customer Dispute
July 2003Other Business Activities
Gus is involved in several business activities, including investment advisory through a broker-dealer's corporate RIA and Russell, serving as a partner at Ikemor Co Inc and Harley Roy LLC, managing CGA Properties LLC, and partnering at Gunner Kidd Co., Inc. These activities involve facilitating branch operations, property investment, tenant relations, and administration.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Vtr Capital, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations42 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.