Arlon Enmeier
Arlon Enmeier is a registered investment advisor at Osaic Wealth, INC., based in San Clemente, CA, with 43 years of industry experience. Arlon 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
241 Avenida Del Mar, San Clemente, CA, 92672
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2012Customer Dispute
April 2005Customer Dispute
March 2003Customer Dispute
August 1985Other Business ActivitiesSells Insurance
Arlon sells life insurance and annuities, dedicating minimal time to this activity. He also owns a small percentage of S.E.T., LLC and investment real estate, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
Ebm World Network IncorporatedBroker
All Services Financial CenterBroker
All Services Financial CenterBroker
Idm Securities CorporationBroker
University Securities CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.