Stevan Gates
Stevan Gates is a registered investment advisor at Osaic Wealth, INC., based in Midvale, UT, with 31 years of industry experience. Stevan 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
6955 S Union Park Center, Suite 410, Midvale, UT, 84047
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Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Stevan is an independent insurance agent with Financial Independence Group, focusing on fixed life products. He also works with several other organizations as a life insurance agent and broker, dedicating a few hours per week to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations26 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.