Tracie Baiz
Tracie Baiz is a registered investment advisor at Osaic Wealth, INC., based in Sacramento, CA, with 25 years of industry experience. Tracie 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
1010 Hurley Way Ste 195, Sacramento, CA, 95825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tracie is an enrolled agent at California Tax Boutique, spending about half her time on tax preparation and IRS advocacy. She also works as an investment advisor and sells non-variable insurance, dedicating minimal time to each, and is involved in rental property and home staging businesses.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Spc
Sigma Financial CorporationBroker
State Registrations11 states
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