Brennan Baize
Brennan Baize is a registered investment advisor at Osaic Wealth, INC., based in Bonita Springs, FL, with 3 years of industry experience. Brennan 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
8891 Brighton Ln, Ste #126, Bonita Springs, FL, 34135
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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 →Other Business ActivitiesSells Insurance
Brennan is an Investment Advisor Representative for Baize Financial Concepts, spending full-time hours on sales and marketing of securities, investment advisory, and insurance products. Brennan also works as an insurance agent for Baize Financial Concepts, dedicating about a quarter of his time to fixed insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Park Avenue Securities LLCBroker
State Registrations4 states
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