Todd Williams
Todd Williams is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Fort Worth, TX, with 13 years of industry experience. Todd 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
1612 Summit Ave, Suite 350, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2014Other Business ActivitiesSells Insurance
Todd is the Director of Communications at Charles R. Green & Associates Inc., dedicating full-time hours to this role. He also holds a Texas General Lines Agent insurance license and provides customer support on insurance policies and LTC, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
State Registrations7 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.