Adam Chambers is a registered investment advisor at Osaic Wealth, INC., based in Midland, MI, with 14 years of industry experience. Adam 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
801 Joe Mann Blvd, Suite P, Midland, MI, 48642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam works as a financial advisor for Smartvestor, Pathways Financial Group LLC, Lake Huron Financial, and Snowfield Wealth Management. He spends a few hours per week on financial advising activities for Lake Huron Financial and Snowfield Wealth Management, and minimal time with Pathways Financial Group LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
W R Rice Financial Services, INC.Broker
Hantz Financial Services, INC.Broker
State Registrations11 states
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