Andrew Smith
Andrew Smith is a registered investment advisor at Osaic Wealth, INC., based in Auburn, IN, with 18 years of industry experience. Andrew 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
1710 N Main Street, Suite B, Auburn, IN, 46706
Get directionsHistory
Regulatory History (1)
Criminal
June 1994Other Business ActivitiesSells Insurance
Andrew is a board member and finance committee member for the YMCA of DeKalb County, dedicating minimal time. He also works as a wealth advisor, including insurance sales, dedicating a few hours per week, and as a wealth advisor for Ever Wealth, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.