Alexus Laboo is a registered investment advisor at Osaic Wealth, INC., based in Eustis, FL, with 4 years of industry experience. Alexus 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
1804 E Orange Ave, Eustis, FL, 32726
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexus is an associate advisor for Securities America and Prosperity Investment Services, Inc., and owns A. Rae Company, Inc., all full-time roles. Alexus also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations4 states
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