Brandon Cass
Brandon Cass is a registered investment advisor at Osaic Wealth, INC., based in Carlsbad, CA, with 20 years of industry experience. Brandon 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
6112 Innovation Way, Carlsbad, CA, 92009
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Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Brandon is the President and Founder of Intrepid Wealth Management, where he manages clients and recruits financial advisors, dedicating full-time hours. He also works on life insurance business and collects rent from a friend subleasing space in his office, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Crowell Weedon & CO.
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
State Registrations17 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.