Brentford Price is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Surprise, AZ, with 28 years of industry experience. Brentford 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
Surprise, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Brentford is a dually registered Investment Advisor Representative/Registered Representative with Alera Investment Advisors and Triad Advisors, LLC since 2018. He also owns rental properties, dedicating minimal time to their maintenance. Brentford is also a financial professional for Alera Group, which takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Metropolitan Financial Services, INC.
Metropolitan Investment Securities, INC.Broker
New England SecuritiesBroker
State Registrations9 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.