Gilbert Castillo
Gilbert Castillo is a registered investment advisor at Osaic Wealth, INC., based in Schertz, TX, with 24 years of industry experience. Gilbert 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
Schertz, TX
Get directionsHistory
Regulatory History (1)
Criminal
June 1991Other Business ActivitiesSells Insurance
Gilbert is an agent at Altus Consulting Group, LLC, focusing on sales and marketing of fixed annuities and non-variable insurance. He also serves as Managing Director, Retirement Plans at Altus Consulting Group LLC, where he is involved in sales marketing of securities, investment advisory, and insurance products; these activities take nearly all of Gilbert's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
Swbc Investment Services, LLCBroker
Swbc Investment Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
State Registrations3 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.