Lea Garrott is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Ridgeland, MS, with 8 years of industry experience. Lea 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
1000 Highland Colony Parkway, Suite 5203, Office 217, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lea works as a financial advisor and investment manager for Securities America and as an IAR under the DBA Your Retirement Advisor, dedicating full-time hours to these activities. She also volunteers for Madison Station Elementary PTO, Pinelake Church, and National Retirement Foundation, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Wealthview Capital, LLC
State Registrations2 states
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