Kristopher Olexy
Kristopher Olexy is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Richmond, VA, with 22 years of industry experience. Kristopher 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
8720 Stony Point Parkway, Suite 325, Richmond, VA, 23235
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Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Kristopher is an advanced planning advisor at Capitol Financial Solutions, dedicating nearly full-time hours to meeting with clients, reviewing accounts, and assisting other advisors. He is also an independent insurance agent and the CEO of Olexy Advisors, LLC, which was established for tax purposes.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations24 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.