Jagruti Panwala
Jagruti Panwala is a registered investment advisor at Osaic Wealth, INC., based in New Hope, PA, with 27 years of industry experience. Jagruti 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
290 Union Square Drive, New Hope, PA, 18938
Get directionsHistory
Regulatory History (1)
Regulatory
August 2021Other Business ActivitiesSells Insurance
Jagruti owns rental property, is a shareowner/silent partner in SITA RAM, LLC, and a silent investor in N B Hotel Group LLC. She is also President & CEO of Wealth Protection Strategies, LLC, which involves sales/marketing of securities, investment advisory, and insurance products, taking up nearly all of her time, and is on the Board of Directors for AHLA and a panel speaker for Castell College.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations24 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.