Perry Teplitsky
Perry Teplitsky is a registered investment advisor at Osaic Wealth, INC., based in Chandler, AZ, with 43 years of industry experience. Perry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
1820 E Ray Rd., Suite C2C, Chandler, AZ, 85225
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Perry owns Grayhawk Financial Services and Grayhawk Asset Advisors, LLC, primarily for tax purposes, marketing, and real estate activities. Perry is also a representative of Sagepoint Corporate Investment Advisory and a 50% owner of Talon Renovations LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
Hoffman and Hock, INC.
Sunamerica Securities, INC.Broker
Mcdonald Investments INC.Broker
Westamerica Investment GroupBroker
Norcross Securities, INC.Broker
Peacock, Hislop, Staley & Given, INC.Broker
Columbus Securities, INC.Broker
Hilby Wilson INC.Broker
Young, Smith & Peacock, INC.Broker
Boettcher & CompanyBroker
State Registrations17 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.
Exams
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