Anthony Hosfeld is a registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (6)
Financial
December 2019Judgment / Lien
June 2018Customer Dispute
May 2016Customer Dispute
September 2006Criminal
August 1980Criminal
April 1972Other Business Activities
Anthony is the owner of William and Wade Wealth, LLC, working as an investment advisor, dedicating about a quarter of his time. He also works as an investment advisor for Advocacy Wealth Management, spending about 10-20% of his time there.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Previous Registrations
Advocacy Wealth Management, LLC
Certus Investment Advisors, LLC
Sage Capital Holdings, LLC
Sage Southeastern Securities, INC.
First Legacy Securities, LLC
Ftb Advisors, INC.
Wachovia Securities, LLC
State Registrations13 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.