Jeffrey Cheng
Jeffrey Cheng is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 30 years of industry experience. Jeffrey 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
7700 Irvine Center Dr., Ste 800, Irvine, CA, 92618
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Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling health insurance, life insurance, and fixed annuities, dedicating minimal time to this activity. He is also an investment advisor with Securities America, spending about a quarter of his time in this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.