Kate Okusa
Kate Okusa is a registered investment advisor at Osaic Wealth, INC., based in Herndon, VA, with 8 years of industry experience. Kate 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
719 Pine St, Herndon, VA, 20170
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Regulatory History (1)
Criminal
May 2005Other Business ActivitiesSells Insurance
Kate is a notary for current clients, using minimal time. She also brokers life insurance policies to clients as part of their financial plan, dedicating a few hours per week, and is a financial advisor at Dellinger Enterprises LLC full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations33 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.