Favio Taborda
Favio Taborda is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Coconut Grove, FL, with 17 years of industry experience. Favio 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
2937 SW 27th Ave, Suite 106, Coconut Grove, FL, 33133
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Favio is an agent at Retirement Ready Advisers, focusing on sales and marketing of non-variable insurance, dedicating a few hours per week. He also works as an Investment Advisor Representative at Retirement Ready Advisers full-time, conducting securities, investment advisory, and insurance business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
New England SecuritiesBroker
State Registrations7 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.