Irene Haas is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Katy, TX, with 25 years of industry experience. Irene 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
800 Avenue C, Katy, TX, 77493
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Irene acts as Power of Attorney for her brother and sister, managing their finances and medical decisions, dedicating minimal time to each. She also works as an instructor for the Certified Financial Planner Certification program at Rice University, dedicating minimal time to this as well.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Imperial Capital Asset Management LLC
Imperial Capital, LLCBroker
Wunderlich Securities, INC.Broker
Canaccord Genuity INC.Broker
Sanders Morris Harris INC.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
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