Jeffrey Bogdan
Jeffrey Bogdan is a registered investment advisor at Osaic Wealth, INC., based in Newport Beach, CA, with 24 years of industry experience. Jeffrey 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
4701 Teller Drive Ste. 101, Newport Beach, CA, 92660
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Regulatory History (1)
Criminal
May 2001Other Business ActivitiesSells Insurance
Jeffrey is the President of Lifeplans Financial and Insurance Services Inc., where he helps oversee operations and assists with fixed insurance needs, dedicating about half of his time. He also operates as a sole proprietor, selling fixed life insurance products, which takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pacific Select Distributors, INC.Broker
State Registrations52 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.