Timothy Grossman
Timothy Grossman is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Annapolis, MD, with 20 years of industry experience. Timothy 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
1910 Towne Centre Blvd, Suite 250, Annapolis, MD, 21401
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Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Timothy owns rental real estate through Five Oaks Properties LLC and dedicates minimal time to it. He is also an agent for non-securities insurance products, spending about 10-20% of his time on this activity, and a board member for a non-profit organization.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations14 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.