Lisa Dewing is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Frederick, MD, with 19 years of industry experience. Lisa 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
9099 Ridgefield Drive, Suite 101, Frederick, MD, 21701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a sign language interpreter since 2002, and an operations manager and minority owner at Kramer Financial, LLC, dedicating full-time hours to this role. She also co-owns and manages a short-term rental condo with her husband and is a board member for a condo association.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
State Registrations2 states
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