Dustin Laporte
Dustin Laporte is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Mt. Pleasant, SC, with 30 years of industry experience. Dustin 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
1476 Ben Sawyer Blvd, Suite #3, Mt. Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dustin is a licensed mortgage officer with Coastlend Mortgage, spending minimal time on this. He also uses "LaPorte Wealth Management Group" as a marketing name for his securities practice and fixed insurance services, dedicating about a quarter of his time to this, including fixed annuities, life insurance, disability insurance, and health insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Southtrust Securities, INC.
Southtrust Securities, LLCBroker
Raymond James Financial Services, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Bb&t Investment Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 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.