Brandon Calhoun
Brandon Calhoun is a registered investment advisor at Osaic Wealth, INC., based in Clovis, CA, with 17 years of industry experience. Brandon 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
755 N Peach Ave, Suite D-9, Clovis, CA, 93611
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2023Other Business ActivitiesSells Insurance
Brandon offers and services fixed insurance products, including accident, health, disability, fixed and indexed annuities, long-term care, and traditional life insurance, since 2019. This takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cruttenden Roth IncorporatedBroker
State Registrations8 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.