George Chuang is a CFA-designated registered investment advisor at Osaic Wealth, INC., based in Eagle, ID, with 26 years of industry experience. George 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.
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George is the President of Continuum Advisory, LLC, a Registered Investment Advisor, dedicating full-time hours to providing leadership and strategic initiatives. He also owns a rental property, spending minimal time annually on taxes and reporting, with management handled by an independent firm.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Vanguard Marketing CorporationBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
State Registrations8 states
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