Larry Manuel
Larry Manuel is a registered investment advisor at Osaic Wealth, INC., based in La Jolla, CA, with 38 years of industry experience. Larry 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
4250 Executive Square, Suite 700, La Jolla, CA, 92037
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Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Larry is an insurance agent offering fixed annuities and traditional life insurance since 2009, and disability, long-term care insurance, fixed and indexed annuities, and life settlements since 2011, dedicating about a quarter of his time to these activities. He also owns and manages rental properties and is the president of LKM Business Consultants, Inc., spending minimal time on each.
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 Registrations17 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.