Renee Hitchcock
Renee Hitchcock is a registered investment advisor at Osaic Wealth, INC., based in Nashville, TN, with 3 years of industry experience. Renee 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
104 Woodmont Blvd, Suite 210, Nashville, TN, 37205
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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
Renee is a Director of Client Services and Investment Advisor Representative at Beyond Asset Management, LLC, dedicating full-time and about half her time, respectively. She also works as a broker selling fixed annuities and non-variable insurance products, spending about 10-20% of her time on this activity, and serves as a notary public, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations13 states
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