Susan Skolnik is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 43 years of industry experience. Susan 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
1205 Pacific Highway, Suite 706, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the owner of a sole proprietorship focused on business development planning, business continuation planning, and general business consulting since 1981. This takes about 10-20% of her time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sentra Securities CorporationBroker
Venture FundingBroker
Private Ledger Financial Services, IncorporatedBroker
First Affiliated Securities, INC.Broker
Needco Programs, INC.Broker
Sierra-Vanderbilt CorporationBroker
State Registrations4 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.