Brooks Vanderzee is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 26 years of industry experience. Brooks 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brooks is a board member for Braden River Little League, Vision for the Americas (a Honduran eye clinic charity), and Barrington Ridge HOA. These activities involve assisting with communications, voting on operational matters, and community decisions, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Securities America, INC.Broker
Woodbury Financial Services, INC.
Fsc Securities Corporation
Sagepoint Financial, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Scottrade Investment Management
Scottrade, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
H&r Block Financial Advisors, INC.Broker
T. Rowe Price Investment Services, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
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.