Mauricio Aldrete is a registered investment advisor at Osaic Wealth, INC., based in Austin, TX, with 15 years of industry experience. Mauricio 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
9442 Capital of Texas Highway N., Suite 950, Austin, TX, 78759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mauricio works as a retirement plan consultant for Gallagher Benefit Services, Inc. This takes about a quarter of his time, including minimal time during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Pensionmark Securities, LLCBroker
John Hancock Distributors LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Lafise Securities CorporationBroker
State Registrations2 states
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