Renaldo Fernandez is a registered investment advisor at Osaic Wealth, INC., based in Richmond, TX, with 25 years of industry experience. Renaldo 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
Richmond, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renaldo owns Do's New Orleans Food and Spices, a hospitality business providing food catering, preparation, and consulting services since 2008. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
VALIC Financial Advisors, INC.
Aig Capital Services, INC.Broker
VALIC Financial Advisors, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations1 state
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.