Luiz Boscardin
Luiz Boscardin is a registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 25 years of industry experience. Luiz 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
1100 Alakea Street, 23rd Floor, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Luiz owns rental real estate property since 1997. He is also the CEO & Broker of Pacific Financial Partners Insurance Agency, offering life, disability, health, and property & casualty insurance products since 2019.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Signator Investors, INC.
Signator Investors, INC.Broker
MML Investors Services, INC.Broker
State Registrations51 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.