Charlene Bridger is a registered investment advisor at Osaic Advisory Services, LLC, based in Gettysburg, PA, with 9 years of industry experience. Charlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
37 South 5th Street, Gettysburg, PA, 17325
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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.
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Charlene is a registered associate at Kampstra Wealth Management since 2020, spending minimal time per week. She is also a consultant at Gray Pilgrim & Associates, an accounting and business consulting firm, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Previous Registrations
Epic Wealth Management, LLC
Edward Jones
Edward JonesBroker
State Registrations3 states
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