Elinor Ho
Elinor Ho is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 31 years of industry experience. Elinor 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
25925 Telegraph Rd, Ste 201, Southfield, MI, 48033
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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
Elinor owns Secure Planning Strategies, selling fixed business and life insurance, dedicating about 10-20% of her time. She is also an advisor with Securities America Advisors, Inc., spending nearly full-time providing investment advice, and is the Vice President of Finance for The Organization of Chinese Americans, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Vestax Securities CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations29 states
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