Isaac Franco is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Davie, FL, with 39 years of industry experience. Isaac 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
12401 Orange Drive, Suite 209, Davie, FL, 33330
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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
Isaac owns Franco Financial Services USA, Inc., where he works as an agent selling fixed insurance and annuities, dedicating about 10-20% of his time. He also works as an Investment Advisor Representative (IAR) for Securities America Advisors, Inc., spending about half his time on investment advisory business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
World Invest CorporationBroker
Global Investor Securities, INC.Broker
Equity Services, INC.Broker
State Registrations18 states
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