Robert Berrin
Robert Berrin is a registered investment advisor at Osaic Wealth, INC., based in Delray Beach, FL, with 43 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2013Customer Dispute
November 2010Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Robert sells memberships to large employers for a chiropractor network, dedicating minimal time. He is also the president of Berrin MGMT Group, selling life insurance and annuities, which takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Gwn Securities INC.Broker
Pmg Securities CorporationBroker
Prime Capital Services, INC.Broker
Aragon Financial Services, INC.Broker
Lincoln Investment Planning, INC.Broker
Legend Capital CorporationBroker
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.
Exams
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