Derrek Gaspard is a registered investment advisor at Osaic Wealth, INC., based in New Orleans, LA, with 15 years of industry experience. Derrek 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
422 Harrison Ave., New Orleans, LA, 70124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derrek works as a Registered Assistant for Bezou Financial Planning Group, handling client relations, trade processing, and office management. This is a nearly full-time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Investing, LLCBroker
Capital One Investment Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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