Jeffrey Klein is a registered investment advisor at Osaic Wealth, INC., based in Boston, MA, with 18 years of industry experience. Jeffrey 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
115 Federal St., 8th Floor, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works as a retirement plan consultant for Gallagher Fiduciary Advisors (since 2022, nearly full-time) and Gallagher Benefit Services (since 2017, about a quarter of his time). He also owns real estate property with marketing, leasing, and maintenance duties, taking minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
John Hancock Distributors LLCBroker
Mmc Securities CORP.
Mmc Securities CORP.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Brown Brothers Harriman & CO.Broker
State Registrations2 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.