Victoria Bach is a registered investment advisor at Osaic Wealth, INC., based in Victor, NY, with 30 years of industry experience. Victoria 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
580 Fishers Station Drive, Victor, NY, 14564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Victoria is an acting principal and half owner of Evolution Financial Advisors, an OSJ of Securities America, dedicating about a quarter of her time. She also serves as a FINRA arbitrator and disciplinary panelist, and co-owns/instructs at Flower City Dance LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC.Broker
State Registrations12 states
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