Marty Valade
Marty Valade is a registered investment advisor at Osaic Wealth, INC., based in Cypress, CA, with 39 years of industry experience. Marty 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
6261 Katella Avenue, Suite 250, Cypress, CA, 90630
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Marty is an insurance agent selling fixed products, dedicating minimal time to this activity. He is also a partner at Murphy Financial Services, spending full-time hours in this role as a registered advisor with Woodbury Financial Services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations20 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.