Melanie Tanaka
Melanie Tanaka is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Camarillo, CA, with 34 years of industry experience. Melanie 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
1000 Paseo Camarillo, Suite 105A, Camarillo, CA, 93010
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Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Melanie sells fixed and variable annuities and life insurance, dedicating a few hours per week. She also owns rental property, performs notary services, and is a managing director at Legacy Financial Group, spending nearly full-time hours on financial planning and investment activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Legacy Financial Group
Previous Registrations
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Anchor National Financial Services, INC.Broker
State Registrations24 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.