Essam Ibrahim
Essam Ibrahim is a registered investment advisor at Osaic Wealth, INC., based in Martinez, CA, with 28 years of industry experience. Essam 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
1320 Arnold Drive, Suite 161, Martinez, CA, 94553
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Regulatory History (1)
Regulatory
June 2006Other Business ActivitiesSells Insurance
Essam refers clients to an attorney for estate planning, conducts insurance services through Independent Capital Mgmt Inc, and prepares taxes. He also owns rental properties, is a real estate broker, and provides mortgage solutions to clients, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Independent Capital Management
Independent Capital Management
Sunamerica Securities, INC.Broker
State Registrations20 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.