Seth Krussman
Seth Krussman is a registered investment advisor at Osaic Wealth, INC., based in Hillsboro, OR, with 14 years of industry experience. Seth 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
4660 NE Belknap Court, Suite 101, Hillsboro, OR, 97124
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Regulatory History (1)
Judgment / Lien
June 2024Other Business ActivitiesSells Insurance
Seth is an insurance agent with Brayshaw Financial Group LLC, selling fixed annuities, long-term care, life, and disability insurance, dedicating about 10-20% of his time. He also serves as President of Swift Creek Dock LLC, a non-profit, spending minimal time on annual meetings and maintaining insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
UBS Financial Services INC.Broker
Black Rose Equity Management LLCBroker
Phillips & CompanyBroker
Phillips & Company
State Registrations9 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.