Teresa Mcclelland-Sargent
Teresa Mcclelland-Sargent is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Flint, MI, with 27 years of industry experience. Teresa 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
G-4080 Miller Road, Flint, MI, 48507
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Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Teresa is the owner of Financial & Tax Planning Inc. and an agent for various insurance companies, spending a few hours per week on these activities. Teresa also has several other roles including sole member of a rental LLC, chairman for Back to the Bricks Inc, attorney in fact for two individuals, 50% owner of real property, and a notary.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Planning Advisory CORP
State Registrations30 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.