Andre Selfa
Andre Selfa is a registered investment advisor at Osaic Advisory Services, LLC, based in Walla Walla, WA, with 13 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2009 Walla Walla Ave Ste A, Walla Walla, WA, 99362
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Andre works as a financial advisor for Pinnacle Ascent Wealth Management/Arbor Point Advisors, dedicating full-time hours to advisory and financial planning services. He also works as an advisor for fixed insurance products, including fixed annuities and term life insurance, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.