Trisha Qualy is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 12 years of industry experience. Trisha 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
5353 Wayzata Boulevard, Suite 602, St Louis Park, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trisha is a managing partner at Affiliated Advisors and a certified financial planner at Financially Fluent Advisors, dedicating about a quarter of her time to each. She also serves as a successor trustee and successor agent for her aunt and uncle's revocable trust and durable power of attorney, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations36 states
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