Leigh Ritchey
Leigh Ritchey is a registered investment advisor at Osaic Wealth, INC., based in Towson, MD, with 14 years of industry experience. Leigh 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
200 Washington Ave, Suite 404, Towson, MD, 21204
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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
Leigh owns a beach house and investment property, and is a director for the Baltimore Chapter Society of Financial Service Professionals. Leigh is also an agent for AGIA and Kings Mill Wealth Advisors, selling insurance products and dedicating a few hours per week to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Sterling Capital Management LLC
Sterling Capital Distributors, LLCBroker
State Registrations17 states
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