Meghan Phillips is a registered investment advisor at Osaic Wealth, INC., based in Freehold, NJ, with 4 years of industry experience. Meghan 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
178 South Street, Suite 4A, Freehold, NJ, 07728
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Meghan owns Kidematics LLC and Young Hearts LLC, both childcare service businesses, established in 2011 and 2015 respectively. These activities take about half of Meghan's time and require minimal hands-on management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations12 states
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