Mark Bailey is a registered investment advisor at Osaic Wealth, INC., based in Las Vegas, NV, with 12 years of industry experience. Mark 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
8930 W Sunset Rd, Suite 390, Las Vegas, NV, 89148
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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
Mark is an investment advisor through Select Wealth Advisers and offers life insurance and annuity products as part of retirement planning, dedicating about a quarter of his time. He also serves as a director for Greenspark Foundation, a domestic nonprofit, spending minimal time on board member duties.
Employment History
Current Registrations
Osaic Wealth, INC.
Previous Registrations
Integrated Advisors Network LLC
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Pr Wealth Management Group
Cambridge Investment Research, INC.Broker
MML Investors Services, LLCBroker
State Registrations1 state
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