Donald Williamson
Donald Williamson is a registered investment advisor at Osaic Wealth, INC., based in Kingston, PA, with 53 years of industry experience. Donald 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
575 Pierce Street, Riverside Commons, Suite 301, Kingston, PA, 18704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a managing partner at AFG Pension Administration, taking about 10-20% of his time, but receives no compensation. He also works as an insurance agent and through Asco Financial Group Inc., spending a few hours per week selling insurance and annuity products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Asco Financial Group, INC.
Previous Registrations
Integrated Capital Management, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
1717 Capital Management CompanyBroker
First Security Investments, INC.Broker
Pnmr Securities, INC.Broker
Pnmr Securities, INC.Broker
Bryn Mawr Securities INC.Broker
Hym Financial, INC.Broker
Bnl Securities INC.Broker
Focus Securities, INC.Broker
Bryn Mawr Securities INC.Broker
P & I Equities CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations3 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.