Kelsey Bejar is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 6 years of industry experience. Kelsey 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
6263 N. Scottsdale Rd, Suite 385, Scottsdale, AZ, 85250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey is the VP of Client Success/Ops at LIQD Investments, dedicating full-time hours to operational duties. She is also the VP of Operations at MKG Advisors, LLC, which is the tax-structured business for LIQD Investments, requiring significantly more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations8 states
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