Bernard Barrow
Bernard Barrow is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 20 years of industry experience. Bernard 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
1340 Arrowhead Dr, Maumee, OH, 43537
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Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Bernard is an active trustee for the Boys and Girls Clubs of Toledo, dedicating minimal time. He also works as a financial advisor for Glass City Federal Financial Solutions, providing investment advisory services and selling insurance products, spending minimal time on insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Fintegra, LLC
Fintegra, LLCBroker
PNC Investments
PNC InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
State Registrations17 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.