Jeffrey Nance
Jeffrey Nance is a registered investment advisor at Osaic Advisory Services, LLC, based in Auburn, AL, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
1859 Ogletree Road, Auburn, AL, 36830
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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
Jeffrey is a financial planner offering fee-based advisory services through Arbor Point Advisors. He also sells life, health, and Medicare supplemental insurance, as well as fixed and equity-indexed annuities, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Mcdonald & Hagen Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Allianz Life Financial Services, LLCBroker
Compass Brokerage, INC.Broker
Directed Services LLCBroker
Aig Sunamerica Capital Services, INC.Broker
Planco Financial Services, INC.Broker
State Registrations8 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.