Hugh Goss
Hugh Goss is a registered investment advisor at Osaic Wealth, INC., based in Warner Robins, GA, with 11 years of industry experience. Hugh 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
2517 Moody Road, Suite 100, Warner Robins, GA, 31088
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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
Hugh is the president of Father & Son Enterprises, Inc. (automotive service and repair) and RS Goss Properties, LLC. He also dedicates a few hours per week to selling annuities, life insurance, and long-term care policies, and works full-time as Vice President & Treasurer at Lifespan Financial Services, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Rosenberg Financial Group, INC.
State Registrations1 state
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