Bethani Eguia
Bethani Eguia is a registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 19 years of industry experience. Bethani 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
1100 Alakea Street, 23rd Floor, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bethani is a sole proprietor selling fixed life insurance, fixed annuities, long-term care (LTC), and disability insurance (DI) since 2017, dedicating minimal time to this. She also works as a Disaster Recovery Specialist for the Small Business Administration, spending about half her time in this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Edward Jones
Edward JonesBroker
Scottrade, INC.Broker
State Registrations3 states
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