Tinh Vu
Tinh Vu is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Tukwila, WA, with 11 years of industry experience. Tinh 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
7100 Fort Dent Way, Ste 100, Tukwila, WA, 98188
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Tinh works as a tax advisor at HR Block, filing tax returns for individuals, dedicating about a quarter of his time. He also runs Cascadia Capital Management LLC DBA Navigator Advisers as an insurance brokerage, helping clients manage risk through life, disability, and long-term care insurances, which takes about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations8 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.