Brian Mclean is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 27 years of industry experience. Brian 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
11717 Bernardo Plaza Court, Suite 120, San Diego, CA, 92128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an Investment Advisor Representative (IAR) with The Retirement Group, LLC, dedicating a few hours per week to providing investment advisory services. He also serves as a director for Casa de las Campanas, a not-for-profit retirement community, spending minimal time on quarterly board meetings.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
The Retirement Group, LLC
The Retirement Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Wilsey Asset Management Incorporated
LPL Financial Corporation
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
Lincoln Financial Advisors CorporationBroker
Guardian Investor Services CorporationBroker
State Registrations18 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.