Donald Barrere
Donald Barrere is a registered investment advisor at Osaic Wealth, INC., based in Sugarland, TX, with 32 years of industry experience. Donald 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
Sugarland, TX
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2019Customer Dispute
May 2018Judgment / Lien
February 2018Other Business Activities
Donald is the owner of Growth and Income Solutions, Inc., an entity used exclusively for payroll and tax purposes. He spends minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Samuels Chase & CO., INC.Broker
Heritage Fund Distributors INC.Broker
Raymond James & Associates, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Integrated Financial Planning ServicesBroker
American-Intercontinental Financial Services CorporationBroker
Integrity Life Insurance CompanyBroker
First Charleston Securities, INC.Broker
Painewebber IncorporatedBroker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.