William Defreitas
William Defreitas is a registered investment advisor at Osaic Wealth, INC., based in Tigard, OR, with 17 years of industry experience. William 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
12909 SW 68th Parkway, Suite 120, Tigard, OR, 97223
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Regulatory History (1)
Customer Dispute
July 2018Other Business ActivitiesSells Insurance
William is the executor of his parents' will/estate and sells disability insurance through Guardian, dedicating minimal time to each. He is also a financial advisor and co-founder of Lawry De Freitas Wealth Management, LLC, spending nearly full-time hours providing investment advice.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
New England SecuritiesBroker
State Registrations19 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.