Robert Reich
Robert Reich is a registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, 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
5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309
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Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Robert is an insurance agent at Creative Financial Network, selling fixed insurance products, and spends about half his time on this. He is also the President of Generational Wealth Management Inc, a corporation opened for tax purposes, and spends minimal time on this. Additionally, Robert is an author of a fiction novel, dedicating about half his time to this endeavor.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Jefferson Pilot Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations12 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.