Jeffery Whelchel is a registered investment advisor at Osaic Wealth, INC., based in Amarillo, TX, with 5 years of industry experience. Jeffery 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
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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
4711 Bell St, Amarillo, TX, 79109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery is a physician/owner at Healthy Hormones PLLC, providing hormone consultations and optimization, and a medical director at IVRS, an IV fluid therapies and functional medicine clinic. He also works as a financial advisor at Wood Management, assisting with client management and seeing clients independently, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations7 states
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