Benedicto Santiago
Benedicto Santiago is a registered investment advisor at Osaic Wealth, INC., based in Huntington Beach, CA, with 15 years of industry experience. Benedicto 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
5500 Bolsa Avenue, Suite 145, Huntington Beach, CA, 92649
Get directionsHistory
Regulatory History (1)
Criminal
November 1997Other Business ActivitiesSells Insurance
Benedicto is an OSJ Branch Manager at Capital Resources and Insurance, Inc., a financial services and insurance agency, since 2021. He dedicates full-time hours to reviewing supervision queues, corresponding with RRs, monitoring ServiceNet tickets, and following up on licensing and compliance requirements.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
National Planning CorporationBroker
State Registrations1 state
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.