Paul Soraci
Paul Soraci is a registered investment advisor at Osaic Wealth, INC., based in Fort Collins, CO, with 42 years of industry experience. Paul 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
125 S. Howes Street, 6B, Fort Collins, CO, 80521
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Regulatory History (1)
Criminal
June 1973Other Business ActivitiesSells Insurance
Paul is an insurance agent, occasionally selling life insurance, and a partner at Old Town Wealth Advisors, working about half his time on asset solicitation. He also owns a tax preparation business and several rental properties, spending minimal time on the rental properties.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Design & Management, INC.
Financial Network Investment CorporationBroker
Waddell & Reed, INC.Broker
First Investors CorporationBroker
State Registrations18 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.