David Laudeman is a registered investment advisor at Osaic Wealth, INC., based in Orwigsburg, PA, with 24 years of industry experience. David 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
1027 Centre Turnpike, Suite 12, West Brunswick-Physical Address, Orwigsburg, PA, 17961
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is treasurer of Schuylkill Country Club, an advisor at Wealth Management Associates Inc., a member of West Brunswick Properties LLC, and a limited partner at Pinebrook Place, LTD. He also sits on the advisory board for M&T Bank and is a principal at Keystone Advisor Group, a CPA firm, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
State Registrations13 states
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