Stacey Spedden-Irrgang
Stacey Spedden-Irrgang is a registered investment advisor at Osaic Wealth, INC., based in Hunt Valley, MD, with 32 years of industry experience. Stacey 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
307 International Circle, Suite 390, Hunt Valley, MD, 21030
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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
Stacey is an insurance agent offering accident & health, disability, traditional life insurance, fixed annuities, and health savings accounts, dedicating about a quarter of her time to this. She also owns Stacey Spedden & Associates, LLC, an entity created to pay business expenses and payroll, which takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations25 states
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