Jill Sadler is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 25 years of industry experience. Jill 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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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 Activities
Jill holds an individual Ohio insurance license but is not appointed to any firms and is not actively selling insurance. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Fsc Securities Corporation
Sagepoint Financial, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Crown Capital Securities, L.P.Broker
Stonegate Capital Advisors, LLC
The O.N. Equity Sales CompanyBroker
Purshe Kaplan Sterling InvestmentsBroker
Wealth Trust - Arizona LLC
Aig Financial Advisors, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Red Capital Markets, INC.Broker
State Registrations2 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.