Drew Whitney is a registered investment advisor at Osaic Wealth, INC., based in Austin, TX, with 14 years of industry experience. Drew 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
3600 N. Capital of Texas Hwy, Bldg B, Suite 200, Austin, TX, 78746
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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
Drew sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating minimal time to this. He also works as an Investment Advisor Representative and Producer/Vice President for Alliant Retirement Consulting and Alliant Insurance Services, respectively, spending about a quarter of his time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Cls Partners Retirement Services
Gwfs Equities, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
State Registrations1 state
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