Beverley Bouchard
Beverley Bouchard is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 27 years of industry experience. Beverley 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
1511 N. Westshore Blvd., Suite 1100, Tampa, FL, 33607
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Regulatory History (1)
Regulatory
May 2010Other Business Activities
Beverley is a notary public, spending minimal time witnessing and notarizing forms. She is also a Manager of Firm Services at Signature Financial Solutions, LLC, but spends no time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Protrader Securities L.P.Broker
Protrader Securities CorporationBroker
State Registrations2 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.