Genie Lebay-Short
Genie Lebay-Short is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 22 years of industry experience. Genie 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
3131 Camino Del Rio North, Suite 270, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Genie works as a mortgage originator for ICM Real Estate and refers clients to Citadel for estate planning. She also works as an agent for Independent Capital Management, Inc. selling life and health insurance products, and as a financial advisor/investment advisor rep, dedicating full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations22 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.