Edward Hendricks
Edward Hendricks is a registered investment advisor at Osaic Wealth, INC., based in Reno, NV, with 26 years of industry experience. Edward 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
190 W. Huffaker Lane, #403, Reno, NV, 89511
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Regulatory History (1)
Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Edward provides retirement plan governance review services through The Convergence Zone, TM, and summary plan description document services for group insurance clients. He is also an insurance agent and agency president at Hendricks and Associates Inc., and an investment advisor representative (IAR) with SAA Advisory, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations6 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.