William Friess
William Friess is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 47 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
San Diego, CA
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Regulatory History (1)
Regulatory
October 2002Other Business ActivitiesSells Insurance
William coaches financial service professionals through Friess Consulting Group and is a Regional Vice President at Osaic Inc., a broker-dealer. He also sells fixed insurance products and is the successor trustee for the Janyce Tritch Trust, in addition to owning and leasing a single-family residence.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Trusted Securities Advisors CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
Mutual Service CorporationBroker
Pacific Mutual Distributors, INC.Broker
Pacific Equity Sales CompanyBroker
Suncan Equity Services CompanyBroker
State Registrations52 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.