Andrew Eakin is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Eagle, ID, with 26 years of industry experience. Andrew 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
873 E. State Street, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew sells life and disability insurance, dedicating minimal time to this activity. He also works as an independent RIA, manages Wealth Management Associates, is a limited partner in PAS Associates, is executor of his parents' estate, and is an assistant JV lacrosse coach.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
State Registrations22 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.