Corey Solorzano
Corey Solorzano is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 17 years of industry experience. Corey 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
6310 Greenwich Drive, Suite 145, San Diego, CA, 92122
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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
Corey is the successor trustee of a revocable living trust, but is not currently engaged in any active activity related to it. Corey also holds a California insurance license to aid in the financial planning process, but has no clients and receives no compensation for this activity. Finally, Corey is an Operations Manager at CAP Financial Planning, spending full-time hours preparing financial plans and assisting with administrative functions.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
LPL Financial LLCBroker
State Registrations3 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.