Robert Mefford
Robert Mefford is a registered investment advisor at Osaic Wealth, INC., based in Richardson, TX, with 20 years of industry experience. Robert 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
2435 North Central Expressway, Suite 1020, Richardson, TX, 75080
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Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Robert owns a sole proprietorship where he analyzes insurance needs and sells life insurance, dedicating about a quarter of his time. He also owns Mefford Investments LLC, managing commercial real estate property, which takes about 10-20% of Robert's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
The Center for Personal Finance
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations19 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.