Samuel Collins
Samuel Collins is a registered investment advisor at Osaic Wealth, INC., based in Hitchcock, TX, with 26 years of industry experience. Samuel 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
Hitchcock, TX
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Regulatory History (2)
Customer Dispute
July 2003Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Samuel is involved in several outside business activities, including volunteering as a board member for the Ruby Bridges Foundation and the National Trust for Historic Preservation, and as an associate minister at his local church. He also owns rental property and SLC Investment Services, where he sells fixed and variable insurance and provides advisory services, dedicating about 10% of his time to insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations7 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.