Derrigan Sheedy
Derrigan Sheedy is a registered investment advisor at Osaic Wealth, INC., based in Los Angeles, CA, with 21 years of industry experience. Derrigan 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
11835 W. Olympic Blvd., Suite 1155 E, Los Angeles, CA, 90064
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Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Derrigan is the owner of NWF Advisory Services Inc. and a statutory agent for Derrigan Sheedy Insurance Agent, selling fixed and variable life insurance products, taking about 10-20% of his time. He also serves as secretary and partner for ManagedMutuals, Inc. and trustee for several trusts, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
State Registrations31 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.