Mason Samuels
Mason Samuels is a registered investment advisor at Osaic Wealth, INC., based in Greenwood Village, CO, with 16 years of industry experience. Mason 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
5299 Dtc, Suite 1350, Greenwood Village, CO, 80111
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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
Mason is involved in several investment-related activities, including Samuels Financial Inc., True Wealth Advisors Inc. (a DBA for his LPL business), and GPS Wealth Strategies Group, LLC, where he provides investment advisory services. He also sells long-term care insurance through LTCI Partners, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
Gps Wealth Strategies Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
State Registrations25 states
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