Nathaniel Mccullough is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 3 years of industry experience. Nathaniel 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
8765 E. Bell Road, Suite 204, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nathaniel is a member of Veteran Small Business LLC, set up to receive commissions from Mosaic Wealth Solutions LLC, and an affiliate of Mosaic Wealth Solution LLC providing financial planning services. He spends a few hours per week on the former and about a quarter of his time on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations8 states
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