Charles Abboud is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Baton Rouge, LA, with 37 years of industry experience. Charles 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
4041 Essen Lane, Ste. 101, Baton Rouge, LA, 70809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a director at Bridge Center for Hope, a non-profit corporation, dedicating minimal time. He is also an Investment Advisor Representative at Gallagher Fiduciary Advisors, LLC, dedicating nearly full-time hours, and an SVP Benefits at Cadence Insurance, dedicating a significant amount of time to sales and consulting on employee benefits.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Fsc Securities CorporationBroker
G. R. Phelps & CO., INC.Broker
Fsc Securities CorporationBroker
State Registrations6 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.