Philip Bombace is a registered investment advisor at Osaic Wealth, INC., based in San Ramon, CA, with 43 years of industry experience. Philip 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
12647 Alcosta Blvd, Suite 370, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Philip is a certified teacher at Maharishi Foundation, a non-profit educational organization, since 1970, dedicating minimal time. He also works as a Wealth Manager at Bay Area Wealth Management Group since 2020, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Charles Borden and CompanyBroker
Borden Securities CompanyBroker
Apex Financial CorporationBroker
State Registrations23 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.