Isaac Orth is a registered investment advisor at Osaic Wealth, INC., based in Billings, MT, with 9 years of industry experience. Isaac 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
490 North 31 St Street, Suite 217, Billings, MT, 59101
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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
Isaac owns Do North Adventures LLC (guiding and taxidermy) and North Financial LLC (business account for commissions and expenses), and is a sponsored individual for Stone Glacier (outdoor gear sales). He also works as an insurance agent for RidgeLine Wealth Partners LLC, dedicating a few hours per week to insurance sales and service.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations17 states
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