Richard Skelton
Richard Skelton is a registered investment advisor at Osaic Wealth, INC., based in Seal Beach, CA, with 21 years of industry experience. Richard 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
3030 Old Ranch Parkway Ste 160, Seal Beach, CA, 90740
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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
Richard owns rental properties and is a partner in SBST, a partnership created for the office lease. He is also the owner of GINRIC LLC, set up for future investment purposes, and the Managing Director of Synergy Wealth Management, an LLC for business, estate, and tax planning. Richard dedicates about a quarter of his time to Synergy Wealth Management and also owns Synergy Planning Group, an LLC structured as an office name only.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations14 states
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