Iuliana Keyes is a registered investment advisor at Osaic Wealth, INC., based in Troy, MI, with 16 years of industry experience. Iuliana 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
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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
901 Tower Drive, Suite 180, Troy, MI, 48098
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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
Iuliana is an agent for Thomas Financial Group LLC, selling term life and fixed annuities, and also engages in fixed insurance sales as a sole proprietor. She also owns Keyes Financial, Ferncare Free Clinic Inc., VIM Capital, Business Cats LLC, and is a shareholder in Advisor Share.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations17 states
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