Elizabeth Mcvittie
Elizabeth Mcvittie is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Auburndale, MA, with 21 years of industry experience. Elizabeth 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
Auburndale, MA
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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
Elizabeth owns McVittie Financial Advisors, a limited liability company, and works there nearly full-time assisting clients with financial goals and retirement plans. She also serves as a finance committee member and treasurer for the United Parish of Auburndale, dedicating a few hours per week, and is a statutory agent for E McVittie (Insurance) selling insurance products a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Mcvittie Financial Advisors
Previous Registrations
Holm Investment Advisors
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations16 states
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