Christine Pierce
Christine Pierce is a registered investment advisor at Osaic Wealth, INC., based in Deptford, NJ, with 4 years of industry experience. Christine 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
901 Cooper Street, Deptford, NJ, 08096
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Regulatory History (7)
Financial
July 2025Financial
July 2025Financial
June 2025Financial
April 2025Financial
March 2025Financial
January 2025Financial
December 2024Other Business Activities
Christine is the Director of Operations for Plan One Financial Group and Howard Mattson LLC, dedicating full-time hours to each. She also serves as the Board President for Green-Fields Swim Club, spending about 10-20% of her time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations1 state
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.