Uwaila Osagiede
Uwaila Osagiede is a CFP-designated registered investment advisor at Peakstone Wealth Management, LLC, based in Denver, CO, with 10 years of industry experience. Uwaila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $5,000. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
Denver, CO
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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
Uwaila is licensed to sell life, accident, and health insurance products and may engage in commissionable insurance or fixed annuities product sales with clients. He may receive compensation for these sales.
Employment History
Current Registrations
Peakstone Wealth Management, LLC
State Registrations1 state
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