Eric Bond
Eric Bond is a registered investment advisor at Osaic Wealth, INC., based in Long Beach, CA, with 28 years of industry experience. Eric 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
6615 E. Pacific Coast Hwy #215, Long Beach, CA, 90803
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Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Eric is the owner of Bond Wealth Management, where he sells insurance and works as president. He also works full-time as an Investment Advisory Representative at NWF Advisory Services Inc, advising clients on investment portfolios.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Nwf Advisory Services INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations22 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.