William Mcgoldrick is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Holly Springs, NC, with 31 years of industry experience. William 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
6213 Adcock Road, Holly Springs, NC, 27540-6021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the owner of McGoldrick & Company, CPA, CFP, a public accounting corporation, since 1991. He spends about half his time on activities such as answering phones, preparing tax returns, and meeting with clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors, LLC
Southbridge
Vining Financial
Triad Advisors LLCBroker
Triad Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations8 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.