Scott Julius is a registered investment advisor at Osaic Wealth, INC., based in Fort Dodge, IA, with 3 years of industry experience. Scott 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
101 N. 27th Street, Fort Dodge, IA, 50501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott owns S & K AG Inc., an S-corp for farming corn and soybeans, and S & K Real Estate LLC, which holds rental property; he spends minimal time on the real estate and a few hours per week on the farming. He is also an assistant at BEE JAY CORP, the entity that pays his salary at Advanced Financial Solutions, dedicating full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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