Ryan Beck is a registered investment advisor at Osaic Wealth, INC., based in Eugene, OR, with 31 years of industry experience. Ryan 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
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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
1143 Oak Street, Eugene, OR, 97401
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Regulatory History (1)
Customer Dispute
July 2023Other Business Activities
Ryan is the manager of Ryan Beck Enterprises LLC, which includes an auto restoration shop, firearms sales, and real estate ownership, dedicating about 10-20% of his time to each. He is also the President of Northwest Retirement Services (NWRS), spending nearly full-time hours in this investment-related role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Great American Advisors, INC.Broker
Arm Securities CorporationBroker
State Registrations34 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.