Marty Cline is a registered investment advisor at Osaic Wealth, INC., based in Salem, SC, with 15 years of industry experience. Marty 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
Salem, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marty works as a Registered Assistant for Roadstead Capital Partners, Columbia Capital Partners, and 2849 Wealth, all investment-related LLCs. He spends about half his time assisting financial advisors and their clients with administrative duties, including opening accounts and processing paperwork.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sterne Agee Financial Services, INC.Broker
Wrp Investments, INC.Broker
State Registrations47 states
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