Richard Balhoff is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Toledo, OH, with 39 years of industry experience. Richard 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
3230 Central Park West, Suite 208, Toledo, OH, 43617-1019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Vision Capital Partners
Triad Advisors, INC.
Rvr Wealth Advisors, LLC
Triad Advisors, INC.
Triad Advisors LLCBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Eagle Strategies CORP
Nylife Securities INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
New York Life Securities CORP.Broker
State Registrations8 states
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