Kirk Wolf is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 31 years of industry experience. Kirk 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
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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
2050 Main Street, Ste. 1250, Irvine, CA, 92614
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Regulatory History (1)
Criminal
December 1990Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Principal Funds Distributor, INC.Broker
Principal Securities, INC.Broker
ICMA Retirement CORP
Icma-Rc Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chatfield Dean & CO., INC.Broker
State Registrations4 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.