Frank Arnold is a PFS-designated registered investment advisor at Osaic Wealth, INC., based in San Antonio, TX, with 29 years of industry experience. Frank 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
3522 Paesanos Parkway, Suite 100, San Antonio, TX, 78231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank works as an administrative assistant for Platinum Wealth Solutions, assisting with client contact, meetings, and reviewing investment advice. This takes about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Weaver Tidwell Capital, LLCBroker
Weaver Wealth Management
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
C. J. M. Planning CORP.Broker
State Registrations1 state
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