William Daniel
William Daniel is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 51 years of industry experience. William 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
5600 N May Avenue, Suite 190, Oklahoma City, OK, 73112
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Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
William is the President of TG&E Insurance Agency, focusing on ERISA Bonds, and a Registered Representative with Eternal Wealth Management, selling securities and annuities. He spends minimal time at TG&E Insurance Agency and about a third of his time at Eternal Wealth Management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Allmerica Investments, INC.Broker
Source Securities, INC.Broker
New England Securities CorporationBroker
State Registrations5 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.