Sherri Stansbury is a registered investment advisor at Osaic Wealth, INC., based in Toledo, OH, with 26 years of industry experience. Sherri 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
4159 Holland Sylvania, #104, Toledo, OH, 43623
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherri spends full-time at Informative Financial Services, where she has 50% ownership and earns $100K/year. She is also an IAR with Royal Alliance since 2009 and an agent since 2011, but does not actively solicit insurance at this time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Proequities, INC.Broker
State Registrations45 states
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