Boone Lancaster
Boone Lancaster is a registered investment advisor at Osaic Wealth, INC., based in Nashville, TN, with 18 years of industry experience. Boone 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
104 Woodmont Blvd, Suite 210, Nashville, TN, 37205
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Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Boone is an Investment Advisor Representative at Innovative Financial Group, spending well over full-time hours selling investment and insurance products. He also owns rental property, dedicating minimal time, and serves as a board member/finance chair for Calvary Young Children's School, spending minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations11 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.