Roberto Fontani
Roberto Fontani is a registered investment advisor at Osaic Wealth, INC., based in Reno, NV, with 26 years of industry experience. Roberto 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
10775 Double R Blvd, Suite 101, Reno, NV, 89521
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Regulatory History (2)
Customer Dispute
February 2014Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Roberto is an insurance agent selling life insurance, fixed annuities, and long-term care, dedicating minimal time to this activity. He also owns multiple rental properties with his brother and wife, spending minimal time on these investments.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Wm Financial Services, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
State Registrations10 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.