Phillip Lovegrove
Phillip Lovegrove is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Worthington, OH, with 21 years of industry experience. Phillip 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
300 West Wilson Bridge Road, Suite 320, Worthington, OH, 43085
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Regulatory History (2)
Customer Dispute
August 2015Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Phillip is a partner/agent at Vorisek, offering insurance products, and spends minimal time on this. He is also President of Planner Two LLC, where he helps administer payroll, office lease, and other operational duties, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
The Huntington Investment CompanyBroker
The Huntington Investment Company
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
PFS Investments INC.Broker
State Registrations22 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.