Kathleen Jucar
Kathleen Jucar is a registered investment advisor at Osaic Wealth, INC., based in Marlborough, MA, with 23 years of industry experience. Kathleen 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
5 Mount Royal Ave, Suite 240, Marlborough, MA, 01752
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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
Kathleen is an associate employee at Synergy Wealth Partners, LLC, dedicating full-time hours to helping prepare for client meetings and running financial planning projections. She also works as an agent for the same company, spending minimal time offering fixed insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.Broker
Securian Financial Services, INC.Broker
Nationwide Investment Services CorporationBroker
Pacific Select Distributors, INC.Broker
Jackson National Life Distributors, INC.Broker
National Planning CorporationBroker
Sentra Securities CorporationBroker
National Planning CorporationBroker
State Registrations3 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.