Frederic Rousselin is a registered investment advisor at Osaic Wealth, INC., based in Port Matilda, PA, with 20 years of industry experience. Frederic 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
Port Matilda, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederic is the President of Normandy Wealth Management LLC, where he works as a financial advisor. He dedicates full-time hours to this role, with a significant portion focused on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Aris Wealth Services INC
Valley Forge Asset Management CORP.Broker
State Registrations9 states
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