Maynard Azose
Maynard Azose is a registered investment advisor at Osaic Wealth, INC., based in Spokane, WA, with 13 years of industry experience. Maynard 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
528 E Spokane Falls Boulevard, Suite 303, Spokane, WA, 99202
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Regulatory History (1)
Criminal
February 2009Other Business ActivitiesSells Insurance
Maynard is an insurance agent selling insurance through various carriers since 2014. He is also a partner in Azose & Associates, LLC, an S Corp LLC managing business expenses, taxes, payroll, and employee benefits, dedicating a few hours per week to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations23 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.