Deanne Noyes
Deanne Noyes is a registered investment advisor at Osaic Wealth, INC., based in Odessa, FL, with 24 years of industry experience. Deanne 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
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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
17815 Gunn Hwy, Suite 4, Odessa, FL, 33556
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Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Deanne is a licensed insurance agent with health, life, and annuity licenses. She dedicates minimal time to this activity.