David Hunter is a registered investment advisor at Osaic Wealth, INC., based in Baxter, MN, with 3 years of industry experience. David 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
7590 Design Rd, Baxter, MN, 56425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a client services associate at Cornerstone Advisors, a financial services firm, since June 2022. He spends full-time hours conducting asset allocation research, analyzing cash management practices, accepting customer trades, and executing customer trades.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations3 states
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