Kelly Mcdonald is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Jackson, TN, with 25 years of industry experience. Kelly 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
3021 Highway 45 Byp Ste 104, Jackson, TN, 38305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is an Investment Advisor Representative with Securities America Advisors since 2014. She also dedicates time to musical activities, including playing in bands and serving as Vice President of a community band organization, as well as serving as Treasurer and Trustee at her church, and is an independent musician. She spends about 10-20% of her time on managed money through The McDonald Group Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Conseco Securities, INC.Broker
State Registrations15 states
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