Aries Jimenez is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 14 years of industry experience. Aries 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
6390 Greenwich Drive, Suite 215, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aries is a contributor to two podcasts and a financial life planner at San Diego Wealth Management, dedicating nearly full-time hours to the latter. Aries also works as a real estate agent, implementation program consultant, elder board member at Eastlake Church, and advisory board member for Money Quotient, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
San Diego Wealth Management, LLC
Sagepoint Financial, INC.Broker
State Registrations7 states
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