Philip Henry is a registered investment advisor at Osaic Wealth, INC., based in Bedford, NH, with 21 years of industry experience. Philip 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
116 South River Road, Building D, Suite 5, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is an insurance professional at Clear Solutions, LLC DBA Bergen Financial Group since 2019, focusing on insurance sales and services. This activity takes nearly all of Philip's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Previous Registrations
Ae Wealth Management, LLC
Sagepoint Financial, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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.