Robin Cusimano is a registered investment advisor at Osaic Wealth, INC., based in Miles City, MT, with 21 years of industry experience. Robin 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
2404 Main St, Miles City, MT, 59301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin works as an Advisory SAA, dedicating about half of her time to this investment-related role. She also works as the Head Women's Volleyball Coach at Miles Community College, spending about half her time in this non-investment related role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations1 state
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