Espen Platou
Espen Platou is a registered investment advisor at Osaic Wealth, INC., based in Mercer Island, WA, with 8 years of industry experience. Espen 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
Mercer Island, WA
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Espen works as an agent for Pacific Capital Resource Group Inc. since 2017, focusing on insurance sales and service, dedicating about half of his time. Since 2020, Espen also works as an agent for Ascent Wealth Solutions, focusing on both investments and insurance sales and service, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations19 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.