Andrew Mccarville is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Fort Dodge, IA, with 6 years of industry experience. Andrew 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
101 N. 27th Street, Fort Dodge, IA, 50501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is an assistant at BEE-JAY Corporation, where he spends nearly full-time and is paid for his work at McCarville Financial Network. He also owns BEE JAY CORP, an S Corp flow-through entity for their securities business, but spends minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations41 states
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