Elizabeth Boyd is a registered investment advisor at Osaic Wealth, INC., based in Cleveland, OH, with 11 years of industry experience. Elizabeth 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
323 W. Lakeside Ave., Suite 410, Cleveland, OH, 44113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth works for Gallagher Benefit Services, Inc. providing retirement plan consulting services since 2021, dedicating about a quarter of her time. She also works for Gallagher Fiduciary Advisors, LLC providing investment consulting services since 2022, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Investment Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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