Wesley Frierson
Wesley Frierson is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 22 years of industry experience. Wesley 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
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Wesley is the owner/president of Frierson Capital Management, a wealth management firm, dedicating nearly full-time hours to it. He also owns Frierson Financials, LLC for bookkeeping purposes, is an independent insurance agent selling life insurance and fixed annuities, and serves as a board member for the South Carolina Governor's Cup Billfishing Series.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations21 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.