Peter Robertson
Peter Robertson is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 38 years of industry experience. Peter 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
18400 Von Karman Avenue, Suite 400, Irvine, CA, 92612-5011
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Regulatory History (1)
Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Peter offers fixed insurance products and disability, long-term care, and traditional insurance along with premium financing and fixed annuities, dedicating minimal time to each. He also owns rental real estate and uses Peter Robertson, LLC to manage business expenses, spending about 10-20% of his time on the LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.Broker
Osaic Fa, INC.
Cigna Financial Advisors,inc.Broker
State Registrations15 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.