Adam Bagherian
Adam Bagherian is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Walnut Creek, CA, with 14 years of industry experience. Adam 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
2700 Ygnacio Valley Road, 275, Walnut Creek, CA, 94598
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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
Adam maintains his home for short-term rentals and works with other residential property owners to list their homes on Airbnb. He is also a licensed insurance agent providing life insurance quotes and recommendations, and is an investment advisor, dedicating full-time hours to meeting with clients, rebalancing portfolios, and making investment recommendations. Adam also plans to become a partner at Beck & Company CPAs, Inc. to do auditing and tax work, dedicating about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Arbor Wealth Management
Previous Registrations
Arbor Wealth Management
Fsc Securities Corporation
Fsc Securities CorporationBroker
Metlife Securities INC.
Msi Financial Services, INC.Broker
State Registrations11 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.