Vicki Bevin-Hutchinson
Vicki Bevin-Hutchinson is a registered investment advisor at Osaic Wealth, INC., based in Vestal, NY, with 22 years of industry experience. Vicki 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
1708 Vestal Pkwy E, Vestal, NY, 13850-1832
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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
Vicki is an advisor with Securities America Advisors, spending minimal time on client-related activities. She also works full-time as a registered office assistant for L&M Group Ltd and maintains a life broker license in NYS and is a notary public.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Lesko Securities INC.Broker
State Registrations1 state
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