Alison Gillhespy
Alison Gillhespy is a registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 23 years of industry experience. Alison 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
3333 Evergreen Drive N.E., Suite 200, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2015Other Business ActivitiesSells Insurance
Alison serves as a school board trustee, an insurance broker selling various insurance lines, a riding lesson instructor, and the Chief Compliance Officer for VPFG. Being an insurance broker and CCO takes up about a quarter of Alison's time, while the other activities require minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
State Registrations1 state
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.