Robert Handy is a registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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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.
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Robert is the Vice President of the Advisory Committee for PSU Friends of History and serves on the Advisory Board for the University of St. Thomas's Center for International Studies. He also serves as a board member for Interfaith Caring Ministries and leads the Finance Ministry Team at Bay Area Unitarian Universalist Church, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Arbor Point Advisors
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
Linsco/private Ledger CORP.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.