Christopher Crotts is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 21 years of industry experience. Christopher 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
301 NW 61st, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a 1% partner in Neleh Partnership, a retail package store, and spends minimal time on accounting review. He is also involved in several real estate and financial management activities, including CB, LLC, Capital Asset Management, Inc., Crotts Lohrey & Associates, PLLC, Topher Real Estate Sales and Mgmt, and STTORC Properties/DK/LOCRO/COAD/NANAS/TS OK LLC, dedicating a significant amount of time to Crotts Lohrey & Associates.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations4 states
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