Erin Myers is a registered investment advisor at Osaic Wealth, INC., based in Gunter, TX, with 23 years of industry experience. Erin 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
Gunter, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is a notary public, a member/owner of MVP Tax & Financial Services LLC (for payroll/tax reporting and securities-related business), and a member of My Lame Honey Ranch LLC (beekeeping). She dedicates minimal time to the notary public and beekeeping activities, full-time to MVP Tax & Financial Services, and a few hours per week to MVP Tax & Financial Services LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Vsr Financial Services, INC.Broker
State Registrations5 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.