Argenis Melendez
Argenis Melendez is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Lafayette, CA, with 5 years of industry experience. Argenis 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
3703 Mt Diablo Blvd, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Argenis is the founder, owner, and advisor for Financially Arise Wealth & Investment Management, a sole proprietorship, and spends about half his time on marketing, financial planning, wealth and investment advisory, and life insurance and annuity services. He also works as a financial advisor for Pacific Financial Partners, dedicating about half his time to servicing existing clients with insurance and investment products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
State Registrations10 states
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