Robert O'donnell
Robert O'donnell is a registered investment advisor at Osaic Wealth, INC., based in San Francisco, CA, with 44 years of industry experience. Robert 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
1806 Belles Street, Suite 4B, The Presidio of San Francisco, San Francisco, CA, 94129
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2004Customer Dispute
April 2000Other Business ActivitiesSells Insurance
Robert is an agent/owner selling life insurance, long-term care insurance, and fixed annuities, dedicating about 10-20% of his time. He also works as a researcher for WealthMechanix and is an investment advisor representative with Securities America Advisors, spending nearly full-time hours on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Piper Jaffray INC.Broker
Smith Barney INC.Broker
State Registrations16 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.