Andrew Paule
Andrew Paule is a registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 1 years of industry experience. Andrew 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
655 Beaver Creek Circle, Maumee, OH, 43537
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Regulatory History (1)
Criminal
December 2023Other Business ActivitiesSells Insurance
Andrew works as a financial advisor for Savage and Associates, dedicating about half of his time to selling and servicing investment products. He also works as an insurance agent for both Andrew Paule, Insurance Agent and Savage and Associates - Agency, and is a board member for Downtown Perrysburg Inc. and Perrysburg Schools Foundation, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.