Brian Wright
Brian Wright is a registered investment advisor at Osaic Wealth, INC., based in Ponte Vedra Beach, FL, with 24 years of industry experience. Brian 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
4400 Marsh Landing Blvd, Suite 101, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Brian is involved with several insurance carriers (Aetna, Humana, United Health Care) and Nassau Wealth Management, where he is president and spends full-time hours. He also has ownership in Kuhn Flowers (minimal time) and sells fixed insurance through iTP Partners (a few hours per week).
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations14 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.