Richard Truxall
Richard Truxall is a registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 22 years of industry experience. Richard 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
2000 Town Center, Suite 1625, Southfield, MI, 48075
Get directionsHistory
Regulatory History (2)
Financial
October 2024Financial
June 2022Other Business ActivitiesSells Insurance
Richard is an insurance agent offering fixed/indexed annuities, long-term care insurance, and traditional life insurance products since 2017. He also offers and services fixed annuities to support client goals and objectives since 2020, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Invest Financial CorporationBroker
Intersecurities, INC.Broker
State Registrations2 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.