Daniel Shelley
Daniel Shelley is a registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 27 years of industry experience. Daniel 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
16020 Swingley Ridge Rd, Suite 240, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2006Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Daniel is the owner and statutory agent of Financial Legacy Associates, offering term life insurance and long-term care. This investment-related activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Legacy Associates
Edward Jones
Edward JonesBroker
State Registrations11 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.