Christopher Dorrance
Christopher Dorrance is a registered investment advisor at Osaic Wealth, INC., based in Hudson, OH, with 18 years of industry experience. Christopher 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
Hudson, OH
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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
Christopher is treasurer for a charitable organization, advises on insurance-related products, and is a consultant for Dorrance Investment Consulting LLC. He also serves on the board of directors for Dorrance Supply Company and is a finance committee member at Lake Forest Country Club, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 states
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