Mandy Dollar is a registered investment advisor at Osaic Wealth, INC., based in Edmond, OK, with 10 years of industry experience. Mandy 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
1930 S Bryant, Edmond, OK, 73104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mandy works as a Wealth Relationship Manager and First Vice President at MidFirst Bank and can earn referrals through their True Champion Program. She is also a board member for the Oklahoma Council for Economic Education, dedicating minimal time per week to mentoring students and promoting financial education.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.