Robert Pender is a registered investment advisor at Osaic Wealth, INC., based in Leander, TX, with 29 years of industry experience. Robert 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
Leander, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert manages inherited real estate properties through Pender Interests, LLC, dedicating minimal time. He is also President/CEO of Seniors Financial Solutions, Inc. and Estate Preservation Network, LLC, spending about 10-20% of his time on each, and manager of Charles Allene Management LLC, spending minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Intersecurities, INC.Broker
Nylife Securities INC.Broker
State Registrations7 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.