Marsha Roubidoux is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Westlake Village, CA, with 41 years of industry experience. Marsha 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
3625 E. Thousand Oaks Blvd., Suite 145, Westlake Village, CA, 91362
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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 Activities
Marsha works as an advisor and chief investment strategist for Zephyr Investment Management, dedicating full-time hours to this role. She works with clients, recommends investments, prepares financial projections, and handles client communications.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Zephyr Wealth Management
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Zephyr Investment Management
Financial Network Investment CorporationBroker
State Registrations2 states
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