Kathleen Monahan is a registered investment advisor at Osaic Wealth, INC., based in Alpharetta, GA, with 13 years of industry experience. Kathleen 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
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009
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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
Kathleen provides administrative support for John Cunningham and manages administrators for Thesco Retirement Planning Services, LLC, dedicating full-time hours to each since 2009. She also serves as Vice-President at Alliant Insurance Services, Inc. and Account Executive/Investment Advisory Representative at Alliant Retirement Consulting, focusing on retirement plans and advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Walnut Street Securities, INC.Broker
State Registrations1 state
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