William Slepcevich
William Slepcevich is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 43 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
2375 Tamiami Tr N, Suite 208, Naples, FL, 34103
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2020Customer Dispute
June 2011Other Business ActivitiesSells Insurance
William is the owner of a premium financing business and a partner in rental properties, with his wife handling the rental activities. He is also a member and CEO of Slepcevich Financial Group, where he discusses and sells life and disability insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Financial Counseling CorporationBroker
Argentus Advisors, LLC
Argentus Securities, LLCBroker
Eagle Strategies CORP
Nylife Securities INC.Broker
State Registrations24 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.