Alyce Phinney is a registered investment advisor at Osaic Wealth, INC., based in Vienna, VA, with 5 years of industry experience. Alyce 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
8045 Leesburg Pike, Suite 250, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Alyce is the director of business development at Argent Bridge Advisors, an insurance agent at Highland Capital Brokerage, and a private wealth advisor for Argent Bridge 2 Divorce. She also engages in several non-investment related activities, including selling personal items online, hosting divorce workshops, serving as a YMCA board member, and working as a dog sitter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
State Registrations17 states
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