Barry Ozer
Barry Ozer is a registered investment advisor at Osaic Wealth, INC., based in Charlotte, NC, with 16 years of industry experience. Barry 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
7401 Carmel Executive Park Drive, Suite 101, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barry is an insurance agent, a managing partner at Magnolia Capital Partners (financial planning and investments), a board member of the 3T Foundation, a partner at Coaches Agents, and the owner of K and B Eagle View (vacation home). He dedicates nearly full-time hours to Magnolia Capital Partners, a few hours per week to insurance sales and Coaches Agents, minimal time to the 3T Foundation, and no time to K and B Eagle View.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations25 states
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