Monica Narvaez
Monica Narvaez is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in El Paso, TX, with 37 years of industry experience. Monica 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
123 W. Mills Ave, Suite 200, El Paso, TX, 79901
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Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Monica is a partner at Strategic WA LLC, providing financial advice and selling commission products, and a representative for M Financial and other carriers, selling life insurance, LTC, and disability insurance. She also serves on the board of the El Paso Symphony Orchestra and Emergence Health Network, and is a managing member of Monica S Narvaez, CFP LLC and a partner in Fusion Financial Network/Paso Del Norte.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Investors Capital Advisory
Investors Capital CORP.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations14 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.