Kishore Mirchandani
Kishore Mirchandani is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 31 years of industry experience. Kishore 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
Irvine, CA
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Kishore is an insurance agent since 1993, offering accident, health, disability, life insurance, and annuities, dedicating about a quarter of his time. He also owns rental properties and is a board member for ADF Foods LTD, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Ameritas Investment CORP.Broker
Hornor, Townsend & Kent, INC.Broker
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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.