Scott Embree
Scott Embree is a registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 16 years of industry experience. Scott 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
4519 Cascade Road SE, Suite 2B, Grand Rapids, MI, 49546-3666
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Scott advises clients on life, disability, and long-term care insurance, and also writes financial plans for clients under Embree & Company Wealth Advisory, taking nearly full-time for both. He also serves as President of NAIFA-MI, dedicating about 10-20% of his time, and is a partner at Holvick & Associates, spending minimal time referring people and assisting with administrative tasks.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations4 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.