Donald Samuels
Donald Samuels is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Boardman, OH, with 50 years of industry experience. Donald 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
1280 Boardman-Canfield Road, Boardman, OH, 44512
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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
Donald owns Samuels Financial Service, Inc., where he is licensed for life, health, and annuities, but only sells life and annuities as appropriate for clients. He also provides investment advisory services and tax/accounting services, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Samuels Financial Services, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Integrated Resources Equity CorporationBroker
Managed Investments, INC.Broker
Wrp Investments, INC.Broker
Managed Investments, INC.Broker
Security Counselors INC.Broker
State Registrations11 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.