Angela Shea is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 20 years of industry experience. Angela 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
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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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
Angela is a partner at Garcia Garman & Shea, PC, where she handles accounting, tax preparation, and oversees payroll, dedicating nearly full-time hours. She is also an independent insurance agent, spending a few hours per week, and an executive advisor at Ambassador Advisors, dedicating a few hours per week. Additionally, Angela is the treasurer for Mount Gretna Foundation, a community organization, spending minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Faithward Advisors, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations2 states
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