Laramie Nichols is a registered investment advisor at Osaic Wealth, INC., based in Natchitoches, LA, with 5 years of industry experience. Laramie 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
113 South Drive, Suite 4, Natchitoches, LA, 71457
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laramie is a manager at Lake House Productions, LLC, assisting with various operational tasks, dedicating about 10-20% of their time. Laramie also owns DLN Ventures, LLC, a real estate venture, and works as a 1099 for David Kees Financial, providing customer service, spending about 10-20% of their time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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