Tonya Sax is a registered investment advisor at Osaic Wealth, INC., based in Wesley Chapel, FL, with 23 years of industry experience. Tonya 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
Wesley Chapel, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fisher Investments
PNC Capital Markets LLCBroker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Van Eck Securities CorporationBroker
Investacorp, INC.Broker
NFP Securities, INC.Broker
Van Kampen Funds INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Raymond James & Associates, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations1 state
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