Alan Crosby is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Modesto, CA, with 15 years of industry experience. Alan 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
1101 Sylvan Avenue, Suite B-2, Modesto, CA, 95350
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is a member of Brave Cycling Company LLC, designing and selling cycling apparel, dedicating a few hours per week. He also works as a financial advisor at Southland Equity Partners, spending about 10-20% of his time, and is a participant in Crosby Capital Advisors LLC, spending minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Southland Equity Partners, LLC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Kcpag Financial Advisors LLC
Securities America, INC.Broker
State Registrations27 states
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