Akeem Davis is a registered investment advisor at Osaic Wealth, INC., based in Tacoma, WA, with 6 years of industry experience. Akeem 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 Pacific Ave., Suite 2025, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akeem is involved with Alera Group, performing investment due diligence and research as an investment strategist, dedicating full-time hours. He also works full-time as an investment strategist and performing due diligence for Alera Investment Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
State Registrations11 states
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