Cassandra Sparks

Osaic Wealth, INC.

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Cassandra is a board member on the CRC® Board of Standards and Policy Development Board for the International Foundation for Retirement Education. This non-investment related activity requires minimal time.