Brian Dawidowicz
Brian Dawidowicz is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in La Mesa, CA, with 23 years of industry experience. Brian 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
7777 Alvarado Road, Suite 405, La Mesa, CA, 91942
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Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Brian is the President/Owner of San Diego Tax & Wealth Management, Inc. and ThruLine Planning, both S Corporations, spending about a quarter of his time on the former. Brian also sells life insurance products and prepares personal income taxes, dedicating a few hours per week to insurance sales and about a quarter of his time to tax preparation, primarily from February to April.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
San Diego Tax & Wealth Management, INC
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
Mony Securities CorporationBroker
State Registrations49 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.