Xavier Angel
Xavier Angel is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in New Orleans, LA, with 22 years of industry experience. Xavier 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
3815 MacArthur Blvd, Suite 201, New Orleans, LA, 70114
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Regulatory History (1)
Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Xavier is the president of McKendall Estates Home Owners Association and a commissioner for the Audubon Nature Institute. He also works as a financial planner and investment advisor for Angel Wealth Strategies and New Century Financial Group LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
New Century Financial Group, LLC
Royal Alliance Associates, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.Broker
State Registrations16 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.