Rodney Acord
Rodney Acord is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Fairfield, CA, with 30 years of industry experience. Rodney 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
2420 Martin Road, Suite 390, Fairfield, CA, 94534
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Rodney is an insurance agent selling fixed life, health, accident, disability insurance, and fixed annuities, dedicating minimal time to this. He also offers indexed annuities and owns Momentum Value Partners, LLC, through which he markets and sells fixed and indexed annuities, long-term care, and traditional life insurance, also dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations22 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.