Amir Eyal is a registered investment advisor at Osaic Wealth, INC., based in Vienna, VA, with 20 years of industry experience. Amir 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
8219 Leesburg Pike, Suite 200, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Amir is an insurance agent offering various fixed insurance products, including annuities, health, disability, life, and P&C insurance, dedicating about 10-20% of their time. Amir also owns several entities, including a business expense entity, a private investment LLC, and an administrative support platform, and is an author, taking about half of Amir's time on the administrative support platform.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations43 states
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