Renee Fields is a registered investment advisor at Osaic Wealth, INC., based in Kansas City, MO, with 27 years of industry experience. Renee 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
1101 Walnut Street, Ste. 203, Kansas City, MO, 64106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renee works full-time as a financial advisor under the marketing entity of Main Street Financial Advisors. She also has several real estate ownership interests, is president of a non-profit, and is running for a position on a homeowner's association board, and is power of attorney/executor for her father's estate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 states
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