Gregory Lester
Gregory Lester is a registered investment advisor at Osaic Wealth, INC., based in Post Falls, ID, with 16 years of industry experience. Gregory 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
Post Falls, ID
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Gregory operates Cross Financial Management as a DBA since 2012 and provides investment advisory services through Cross Financial Advisors LLC, dedicating about half of his time to this activity. He also operates Cross Financial and Cross Inland Wealth Management as DBAs for his LPL business, spending nearly full-time hours on Cross Inland Wealth Management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Cross Financial Advisors
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
AXA Advisors, LLCBroker
State Registrations13 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.