Anthony Artero
Anthony Artero is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 25 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
11440 W. Bernardo Court, Suite 159, San Diego, CA, 92127
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2012Customer Dispute
March 2009Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Anthony is affiliated with Good Life Advisors, LLC and Ethos Wealth Management as a registered investment advisor, dedicating full-time hours to these roles. He also acts in a fiduciary capacity for a family trust, sells non-variable insurance products, and owns rental real estate, each requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
Rjl Wealth Management, LLC
First Allied Securities, INC.Broker
Raymond J. Lucia Companies, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Raymond James Financial Services, INC.Broker
Crown Capital Securities, L.P.Broker
Woodbury Financial Services, INC.Broker
State Registrations13 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.
Exams
More Advisors
- Genie Lebay-ShortOsaic Wealth, INC.
- Jonathan BoboliaOsaic Wealth, INC.
- Christopher Pratt, CFPOsaic Wealth, INC.
- Gary Gunning, CFP, ChFCOsaic Wealth, INC.
- Larry ManuelOsaic Wealth, INC.
- Donald WilkieOsaic Wealth, INC.