Eric Thorson Cheyne

Osaic Wealth, INC.

28 Years of Experience

View SEC Summary

Firm Information

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9176 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners

Advisor Information

Office location

2 Bridgewater Road, Suite 201, Farmington, CT, 06032

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Eric is an insurance agent with Highland Capital Brokerage since 2010, dedicating minimal time, and an investment advisor with Medallion Wealth Advisors, taking about half of his time. He also serves as a board member for a non-profit country club, spending minimal time on this activity.