Jillian Culy is a registered investment advisor at Osaic Wealth, INC., based in Centerville, OH, with 1 years of industry experience. Jillian 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
7017 Corporate Way, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jillian works as an advisor assistant for Tyler Wealth Management, a financial planning company, since August 2023. This role, which involves preparing for and participating in client meetings and performing administrative tasks, takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations6 states
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