William Evans is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Columbia, SC, with 28 years of industry experience. William 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
Columbia, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates One11 Advisory as a DBA for his LPL business, dedicating full-time hours to it. He also has a business entity called Rebel Soul for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ifg Advisory, LLC
Morgan StanleyBroker
Morgan Stanley
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Trust Company, Fsb
Tiaa-Cref Individual & Institutional Services, LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations15 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.