Opinder Marwah
Opinder Marwah is a registered investment advisor at Osaic Wealth, INC., based in San Dimas, CA, with 27 years of industry experience. Opinder 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
425 W. Bonita Ave., Ste 210, San Dimas, CA, 91773
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Opinder is a life insurance agent and registered representative/account executive since 1999, dedicating about 10-20% of their time to selling and servicing traditional products. Opinder also offers fixed insurance products such as term life, disability, and health insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations7 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.