Patrick Weishan
Patrick Weishan is a registered investment advisor at Osaic Wealth, INC., based in Vista, CA, with 35 years of industry experience. Patrick 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
122 Civic Center Dr., Suite 103, Vista, CA, 92084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is a registered representative with SagePoint Financial, spending nearly full-time managing wrap accounts, providing investment advice, and writing financial plans. He also owns a sole proprietorship selling term life and small group health plans, dedicating about 10-20% of his time, and is an agent with Advanced Financial Solutions, spending nearly full-time on investment advisory and insurance-related activities. Finally, Patrick is the Vice President of Operations at Pacific Custom Systems, Inc., dedicating about 10-20% of his time to handling company operations.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Fortis Investors, INC.Broker
State Registrations8 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.