Rajer Choobak
Rajer Choobak is a registered investment advisor at Osaic Wealth, INC., based in Aliso Viejo, CA, with 15 years of industry experience. Rajer 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
120 Vantis, Suite 300, Aliso Viejo, CA, 92656
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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
Rajer is an investment advisor representative with NWF Advisory, spending about two-thirds of his time advising clients on investments. He also sells individual and group health & life insurance, as well as variable annuities, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Nwf Advisory Services INC
Previous Registrations
Whjr Associates
Gr Capital Asset Management, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations18 states
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