Vicente Hinojosa is a registered investment advisor at Osaic Wealth, INC., based in Vista, CA, with 13 years of industry experience. Vicente 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
122 Civic Center Dr., Suite 103, Vista, CA, 92084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vicente is a board member of the Vista Chamber of Commerce, president of the Vista Optimist Club and Vista Education Foundation, and a supervisor committee member for Frontwave Credit Union. He also works as a financial advisor, dedicating full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward Jones
Edward JonesBroker
Comerica SecuritiesBroker
First Command Financial Planning, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations16 states
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