Gail Fernandez
Gail Fernandez is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 19 years of industry experience. Gail 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
16020 Swingley Ridge Rd, Suite 240, Chesterfield, MO, 63017
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Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Gail is an agent at Financial Legacy Associates, LLC, offering insurance products, and owns Gail Fernandez Tax Service, preparing tax returns. She also serves as a compliance manager for Financial Legacy Associates, LLC, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Legacy Associates
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital Corporation
Advantage Capital CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations34 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.