Alexandra Rasmussen
Alexandra Rasmussen is a registered investment advisor at Osaic Wealth, INC., based in Laguna Niguel, CA, with 14 years of industry experience. Alexandra 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
Laguna Niguel, CA
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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
Alexandra is an agent/representative for Financial Counseling Resources, an outside registered investment advisor, dedicating nearly full-time hours to this role. She is also an insurance agent for Acrisure, spending about half her time on this investment-related activity, and is involved in teaching/coaching and dance-related activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Financial Counseling Resources LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Financial Counseling Resources LLC
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 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.