Richard Tassiello
Richard Tassiello is a registered investment advisor at Osaic Advisory Services, LLC, based in San Diego, CA, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
3530 Camino Del Rio N, Suite 206, San Diego, CA, 92108
Get directionsHistory
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
Richard is the President/Owner of RSG Partners Financial & Insurance Services, Inc., a CA licensed insurance agency, and spends about 10-20% of his time on sales and operations. He also owns a condo at the Hard Rock Hotel and rents out a conference room, both requiring minimal time.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.Broker
Securities America, INC.Broker
Retirement Capital Group Securities, INC.Broker
Securities America, INC.Broker
Sentra Securities CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations52 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.