Mansoor Ahmed
Mansoor Ahmed is a registered investment advisor at Osaic Wealth, INC., based in Downers Grove, IL, with 27 years of industry experience. Mansoor 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
3250 Lacey Rd, Suite 160, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Mansoor is an agent for Physicians Planning Group, selling health, disability, and term life insurance, dedicating minimal time to this. He also owns several medical-related businesses, including dental practice management, chronic care management, a medical device company, a medical billing company, and an accounting/bookkeeping service.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Painewebber IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations12 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.