Dennis Fife
Dennis Fife is a registered investment advisor at Osaic Wealth, INC., based in Federal Way, WA, with 31 years of industry experience. Dennis 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
501 S 336th Street, Ste 202, Federal Way, WA, 98003
Get directionsHistory
Regulatory History (1)
Regulatory
April 1994Other Business ActivitiesSells Insurance
Dennis operates as a sole proprietor under Horizon Advisors, advertising his services as an investment representative, financial advisor, and insurance agent, dedicating full-time hours to this. He is also a director at Shelden Financial, Inc., attending annual meetings and employing them for office management, requiring minimal time, and sells life insurance and annuities a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wma Securities, INC.Broker
State Registrations11 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.