Jacob Charlwood
Jacob Charlwood is a registered investment advisor at Osaic Wealth, INC., based in Richmond, VA, with 10 years of industry experience. Jacob 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
8720 Stony Point Parkway, Suite 325, Richmond, VA, 23235
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Regulatory History (1)
Criminal
March 2013Other Business ActivitiesSells Insurance
Jacob is a financial advisor at Capitol Financial Solutions, providing clients with life insurance, disability income coverage, and long-term care planning, taking about half of his time. He also owns CharlwoodFP LLC, a pass-through entity for tax purposes, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations18 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.