Randal Poirier
Randal Poirier is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Newport, RI, with 27 years of industry experience. Randal 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
209 Goddard Row, Newport, RI, 02840
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Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Randal is an insurance broker/agent, dedicating minimal time to the occasional sale of insurance products since 2018. He also works full-time as a financial planner, registered representative, and investment advisor representative with Independence Financial Partners, an OSJ under Osaic Wealth, Inc., using Independence Financial Partners as his marketing name.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations16 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.