Steve Aguiar is a registered investment advisor at Osaic Wealth, INC., based in Walnut Creek, CA, with 32 years of industry experience. Steve 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
2700 Ygnacio Valley Road, 275, Walnut Creek, CA, 94598
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steve is a principal at Arbor Wealth Management, where he manages client portfolios, conducts meetings, and monitors investment opportunities, dedicating about half his time. He is also a trustee on his uncle's living trust, which requires minimal time and is not currently investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Arbor Wealth Management
Previous Registrations
Arbor Wealth Management
Fsc Securities CorporationBroker
SifeBroker
State Registrations19 states
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