John Allison is a registered investment advisor at Osaic Wealth, INC., based in Columbia, SC, with 45 years of industry experience. John 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
1201 Lincoln Street, Suite 301, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the President and Member of Allison Investment Management LLC, a financial RIA, dedicating significantly more than full-time hours to it. He also serves as an industry arbitrator for FINRA, spends minimal time as an expert witness for multiple law firms, and is a board member of the SC Archaeological Research Trust, spending a few hours per week on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Allison Investment Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Salomon Smith Barney INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
Cigna Securities, INC.Broker
State Registrations8 states
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