Nathan Truax
Nathan Truax is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 23 years of industry experience. Nathan 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
100 Pacifica, Suite 350, Irvine, CA, 92618
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Regulatory History (1)
Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Nathan is an independent insurance agent offering fixed life and fixed annuities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Centura Wealth Advisory
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Questar Capital CorporationBroker
Girard Securities, INC.Broker
Midpoint Financial Services, INC.Broker
Securities America, INC.Broker
Sentra Securities CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations4 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.