Melissa Williams
Melissa Williams is a registered investment advisor at Osaic Wealth, INC., based in Spokane, WA, with 23 years of industry experience. Melissa 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
421 W. Riverside Avenue, #340, Spokane, WA, 99201
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Melissa owns Star Financial, a wealth management company, and dedicates about 10-20% of her time to it, including insurance sales. She also works as a wealth manager for a law firm and dedicates minimal time to rental property and serving on an advisory board.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Nylife Securities LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.