Sean Osborn
Sean Osborn is a registered investment advisor at Osaic Wealth, INC., based in Phoenixville, PA, with 8 years of industry experience. Sean 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
300 Bridge Street, Phoenixville, PA, 19460
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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
Sean works as a stock associate at Aldi (about a quarter of his time), is a registered representative and insurance agent with Bala Financial Group/Insurance Brokerage (full-time and a few hours per week, respectively), and performs administrative and tax preparation duties for Phoenix Tax Consultants (a few hours per week and about 10-20% of his time, respectively). He also serves as an advisory board member for the YMCA, a member of the Chester County Estate Planning Council, and a board observer for Canine Partners for Life (all minimal time commitments).
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations14 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.