Timothy Shaw
Timothy Shaw is a registered investment advisor at Osaic Wealth, INC., based in Dyer, IN, with 23 years of industry experience. Timothy 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
2005 Hart Street, Dyer, IN, 46311
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Regulatory History (1)
Regulatory
December 2023Other Business ActivitiesSells Insurance
Timothy is a silent partner in Gineris & Associates, an accounting firm, dedicating minimal time. He is also a managing partner at Gineris Wealth Management LLC, selling fixed life insurance and annuities and running the day-to-day operations of the Registered Investment Advisory firm, spending nearly full-time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Gineris Wealth Management
Previous Registrations
Woodbury Financial Services, INC.Broker
World Equity Group, INC.
World Equity Group, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.