Stephanie Ng is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 10 years of industry experience. Stephanie 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
6165 Greenwich Drive, #340, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as a senior client relationship manager for retirement plans and wealth clients at OneDigital Investment Advisors LLC since April 2024. This role is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Pacific Investment Management Company LLC
Gurtin Municipal Bond Management
Pimco Investments LLCBroker
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
State Registrations1 state
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