William Handwerker
William Handwerker is a registered investment advisor at Osaic Wealth, INC., based in DelRay Beach, FL, with 24 years of industry experience. William 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
DelRay Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2025Other Business ActivitiesSells Insurance
William is the president of B&A Associates Inc., offering life insurance and fixed annuities, and an agent for Hub International Northeast selling property and casualty insurance. He also works as an agent offering fixed insurance products and life settlements, and co-owns two real estate management companies; all these activities take minimal time each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Woodbury Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLCBroker
Gbi Capital Partners INC.Broker
State Registrations4 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.