Angela Augustine
Angela Augustine is a registered investment advisor at Osaic Wealth, INC., based in Bensalem, PA, with 31 years of industry experience. Angela 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
3070 Bristol Pike, Bldg. 2 Ste 200, Bensalem, PA, 19020
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Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Angela is an investment advisor representative with Securities America Advisors, Inc. since 2009, focusing on asset management and advising. She is also an agent and president at Augustine Financial Group since 1996, selling life insurance and fixed annuities, but spends minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Capital Analysts, IncorporatedBroker
The Investment Center, INC.Broker
CPA Advisors Network, INC.Broker
Securities America, INC.Broker
State Registrations25 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.