Renee Snow
Renee Snow is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Los Gatos, CA, with 30 years of industry experience. Renee 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
987 University Avenue, Suite 8, Los Gatos, CA, 95032
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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
Renee is a licensed insurance agent with several life and health insurance companies, and advises and sells life insurance as a sole proprietor. She is also a Certified Financial Planner and owner of ASL Financial, LLC, where she spends nearly full-time managing client investment accounts and creating financial plans.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Asl Financial, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Foothill Securities, INC.Broker
Foothill Securities, INC.Broker
State Registrations16 states
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