Sabin Alibrandi
Sabin Alibrandi is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Capitola, CA, with 21 years of industry experience. Sabin 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
521 Capitola Ave, Capitola, CA, 95010
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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
Sabin is an agent for life insurance, a managing partner of a business holding company, and an advisor for Securities America Advisory, taking about half of his time. He also owns investment real estate, is treasurer for Santa Cruz County Lacrosse, and is a referral agent for Keller Williams/Alan Wang Realty Group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
C U Financial Partners, LLC
C U Financial Partners, LLC
Foothill Securities, INC.
Foothill Securities, INC.Broker
State Registrations18 states
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