Drew Marloe
Drew Marloe is a registered investment advisor at Osaic Wealth, INC., based in San Clemente, CA, with 43 years of industry experience. Drew 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
San Clemente, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1991Other Business ActivitiesSells Insurance
Drew is the owner of ICM Real Estate, Inc. and ICM Life Insurance Agency, and also the president of Independent Capital Management, Inc., spending about 10-20% of his time on management duties for the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Independent Capital Management
Independent Capital Management
Sunamerica Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Advantage Capital CorporationBroker
Ffp Securities, INC.Broker
Sme Capital Management CorporationBroker
Advantage Capital CorporationBroker
First Investors CorporationBroker
State Registrations52 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.