Salvador Elizondo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 38 years of industry experience. Salvador 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
18333 Egret Bay Boulevard, Suite 600, Houston, TX, 77058
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Salvador is a Sr. Financial Advisor at Texas Wealth Management, LLC, focusing on financial planning. This is an investment-related activity and takes up more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Texas Wealth Management, LLC
Previous Registrations
Fsc Securities Corporation
Texas Wealth Management, INC.
Fsc Securities CorporationBroker
American General Securities IncorporatedBroker
Advantage Capital CorporationBroker
First Investors CorporationBroker
State Registrations37 states
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