Gary Charlebois
Gary Charlebois is a registered investment advisor at Osaic Wealth, INC., based in La Verne, CA, with 45 years of industry experience. Gary 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
2025 Bonita Avenue, La Verne, CA, 91750
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2005Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Gary operates as an agent under Pension Portfolios, offering term and health insurance quotes, dedicating minimal time. He also owns rental property and a sole proprietorship, Pension Portfolios, occasionally writing life and health insurance policies.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
Planvest Capital CorporationBroker
Empire Securities Corporation of Southern CaliforniaBroker
Equitec Securities CompanyBroker
State Registrations35 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.