Jacqueline Ferguson is a registered investment advisor at Osaic Wealth, INC., based in Durham, CT, with 5 years of industry experience. Jacqueline 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
360 Main St, Suite E, Durham, CT, 06422
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Regulatory History (1)
Employment Separation After Allegations
May 2024Other Business Activities
Jacqueline owns rental properties at 51 Lombard Ave, Athol, MA and 78 Packard Road, Orange, MA since 2017. She dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Osaic Wealth, INC.
Previous Registrations
TD Private Client Wealth LLC
State Registrations1 state
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.