Patrice Macgibbon
Patrice Macgibbon is a registered investment advisor at Osaic Wealth, INC., based in Eden Prairie, MN, with 36 years of industry experience. Patrice 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
Eden Prairie, MN
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrice sells insurance products, including life, long-term care, disability, and annuities, dedicating about 10-20% of her time to this activity. She is also an employee of OneDigital as a financial advisor, working on employee benefits for a minimal amount of time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Capstone Advisory Group LLC
Cambridge Investment Research, INC.Broker
Charles Schwab & CO., INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
First Heartland Capital, INC.Broker
Symmetric Investments, INC.Broker
Pruco Securities CorporationBroker
Mutual Service CorporationBroker
First of America Brokerage Service, INC.Broker
Nwnl Management CorporationBroker
Pal-Star Management CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Amev Investors, INC.Broker
State Registrations3 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.