Brian Walsh is a registered investment advisor at Osaic Wealth, INC., based in Wayne, PA, with 12 years of industry experience. Brian 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
119 W Wayne Ave, Wayne, PA, 19087
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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
Brian is a partner at The Ascent Group, LLC, an RIA, and the owner of Vested Advisors, LLC, providing financial planning and investment advice. He also works for Walsh & Nicholson Financial Group, providing financial planning and investment advice, and owns Cruzen, an app for mobile services; these activities each take a full-time commitment. Brian is also a broker selling fixed insurance products, dedicating a full-time commitment to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Ascent Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Lincoln Financial Distributors, INC.Broker
State Registrations21 states
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