Skip Ames is a registered investment advisor at Osaic Wealth, INC., based in Sunrise, FL, with 25 years of industry experience. Skip 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
1301 International Parkway, Suite 120, Sunrise, FL, 33323
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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
Skip works as an Investment Advisor Representative conducting securities, investment advisory, and insurance activities under Aspire Financial Partners, dedicating full-time hours. Skip also works as an insurance broker for Aspire Financial Partners Inc, spending about 10-20% of his time, and coaches softball at Miami Country Day School, spending about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
The Concord Equity Group, LLC
The Concord Equity Group, LLCBroker
Gkn Securities CORP.Broker
Gkn Securities CORP.Broker
State Registrations6 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.