Thomas Tanurchis
Thomas Tanurchis is a registered investment advisor at Osaic Wealth, INC., based in Sunset Hills, MO, with 27 years of industry experience. Thomas 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
10733 Sunset Office Drive, Suite 259A, Sunset Hills, MO, 63127
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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
Thomas sells health insurance as an account executive, dedicating a few hours per week. He also works as an account executive for Butler Associates Financial Planners, servicing clients and accounts, and is a registered representative and investment advisor representative with FSC Securities Corporation, spending about half his time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Butler Associates Financial Planners, INC.
Butler Associates Financial Planners, INC.
Fsc Securities CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations14 states
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