Aimee Cummings is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 17 years of industry experience. Aimee 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
90 Linden Oaks, Suite 100, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aimee is an independent artist since 2009, dedicating about a quarter of her time to this pursuit. She also works full-time as a Financial Planning Coordinator for Allied Financial Services, providing client service and advisor support.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
State Registrations2 states
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