Timothy Judson
Timothy Judson is a registered investment advisor at Osaic Wealth, INC., based in Mclean, VA, with 45 years of industry experience. Timothy 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
7918 Jones Branch Dr, Suite 400, Mclean, VA, 22102
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2023Customer Dispute
January 2021Customer Dispute
January 1991Criminal
July 1983Other Business ActivitiesSells Insurance
Timothy is an RIA under Royal Alliance Corporate RIA, primarily to supervise representatives doing RIA business, and does not personally engage in fee-based RIA business. He also acts as a Statutory Agent for a sole proprietorship and does a very limited amount of insurance business, usually at the request of existing clients, dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
Derand Investment Corporation of AmericaBroker
State Registrations33 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.