Bibi Razack is a registered investment advisor at Osaic Wealth, INC., based in Ridgewood, NY, with 27 years of industry experience. Bibi 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
68-51 Fresh Pond Rd, Ridgewood, NY, 11385
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bibi is the owner and financial advisor for Bibi Razack Wealth Management Inc., a wealth management corporation. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Greenpoint Securities LLCBroker
Essex National Securities, INC.Broker
State Registrations10 states
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