Chase Walker is a registered investment advisor at Osaic Wealth, INC., based in Trinity, FL, with 10 years of industry experience. Chase 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
4625 Little Road, Trinity, FL, 34655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chase works full-time as a financial advisor for Cornerstone Wealth Advisors, Securities America Advisors, and CFW Financial Group, providing investment advisory services. He is also a partner in Cornerstone Enterprises LLC and owns a portion of CFW Holdings LLC, both related to his investment advisory role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Janus Henderson Distributors US LLCBroker
Investacorp, INC.Broker
State Registrations3 states
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