Cory Schmelzer
Cory Schmelzer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 28 years of industry experience. Cory 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
6390 Greenwich Drive, Suite 215, San Diego, CA, 92122
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Regulatory
October 2010Other Business ActivitiesSells Insurance
Cory is involved in several business activities, including real estate sales and property management through Pacific Alliance Advisors, LLC, Airbnb/VRBO rentals, and Clearlake Properties, LLC. Cory also helps people secure health and life insurance through Pacific Alliance Advisors, LLC (Insurance) and serves as CEO of San Diego Wealth Management, LLC, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
San Diego Wealth Management, LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Rickel & Associates, INC.Broker
State Registrations32 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.