Reva Sanchez is a registered investment advisor at Osage Pacific Advisors, INC., based in Laguna Hills, CA, with 6 years of industry experience. Reva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients with $2.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
23272 Mill Creek Dr., Suite 200, Laguna Hills, CA, 92653
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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 →Employment History
Current Registrations
Osage Pacific Advisors, INC.
Previous Registrations
Osage Pacific Advisors, INC.
State Registrations1 state
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