Gordon Robinson
Gordon Robinson is a registered investment advisor at Osaic Wealth, INC., based in Tulsa, OK, with 42 years of industry experience. Gordon 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
3314 E. 51st Street, Suite S, Tulsa, OK, 74135
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2017Criminal
January 1976Criminal
December 1971Other Business ActivitiesSells Insurance
Gordon is the President of Investments By Design Group, Inc. and the owner of Investment Designers of Tulsa, Inc., where he works as an independent insurance broker selling life, health, and disability income insurance. He also owns rental properties and is involved with the Financial Planning Association of Tulsa and Harvest House.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Anderson, Bryant & CO.Broker
Philadelphia Life Asset Planning CompanyBroker
Fitzgerald, Dearman & Roberts, INC.Broker
State Registrations32 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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