Xavier J Angel

CFP · ChFC

Osaic Wealth, INC.

22 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

3815 MacArthur Blvd, Suite 201, New Orleans, LA, 70114

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History

Regulatory History (1)

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Customer Dispute

July 2017

Denied

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Other 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.