Advisor at OSAIC Institutions, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OSAIC Institutions, INC.
Location
Savannah, TN 38372
Credentials
Series 63, Series 65
Industry experience
18 years
Cosmin Majors is a financial advisor with OSAIC Institutions, INC. based in Savannah, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and previously spent over a decade at ProEquities, Inc. Majors is also a part-owner of a NAPA auto parts retail business and Savannah Outfitters, LLC, engaging in administrative, bookkeeping, and management roles outside of his advisory work. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset base and provides access to alternative investments, lending, and cash-management solutions through a network of investment adviser representatives.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
235 Wayne Road
Savannah, TN 38372
Tennessee
Infinex Investments, Inc.
2021 - Present (5 years)
ProEquities, Inc
2017 - 2021 (4 years)
ProEquities, Inc
2007 - 2021 (14 years)
Hardin County Bank
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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