King Mah
King Mah is a registered investment advisor at Osaic Wealth, INC., based in Peoria, AZ, with 9 years of industry experience. King 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
21501 N. 78th Avenue, Suite 100, Peoria, AZ, 85382
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Regulatory History (1)
Regulatory
February 2021Other Business ActivitiesSells Insurance
King works as an employee performing administrative duties for Magic Feet Reflexology, dedicating about half their time. King is also an insurance agent offering health, long-term care, and traditional life insurance, along with fixed annuities, also dedicating about half their time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Lincoln Financial Advisors Corporation
Waddell & Reed
Waddell & ReedBroker
State Registrations9 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.