Thaddaeus Hay is a registered investment advisor at Osaic Wealth, INC., based in Apollo Beach, FL, with 1 years of industry experience. Thaddaeus 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
Apollo Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thaddaeus is involved in several business activities, including a non-profit foundation, multiple LLCs focused on consulting and e-commerce, and holding companies for equity. These activities take up a significant portion of Thaddaeus's time, ranging from a few hours per week to about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
State Registrations6 states
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