Gregory Fockler
Gregory Fockler is a registered investment advisor at Osaic Wealth, INC., based in Toledo, OH, with 11 years of industry experience. Gregory 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
29 S. Erie, Toledo, OH, 43604
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Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Gregory is the founder and a financial advisor at Fockler Financial LLC, dedicating nearly full-time hours to financial planning and advice. He also serves as treasurer/board member for Ohio Digital Learning School, owner/officer of GF Holdings, and sells fixed annuities and non-variable insurance through Fockler Financial, spending minimal time on each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations21 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.