Adam Sachs
Adam Sachs is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Needham Heights, MA, with 32 years of industry experience. Adam 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
160 Gould Street, Suite 212, Needham Heights, MA, 02494
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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
Adam is involved in several business and community organizations, including the National Association of Insurance and Financial Advisors (NAIFA) and the Ashland Business Association. He also works as a registered representative for Centinel Financial Group, LLC, dedicating about 10-20% of his time, and sells fixed insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations25 states
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