Stephanie Robson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 1 years of industry experience. Stephanie 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
2151 Michelson Dr, Suite 195, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is the Vice President of Enrichment for the Kaiser Woodland Parent Faculty Organization, a non-profit dedicated to fundraising and educational opportunities, dedicating about a quarter of her time. She also works full-time as a Wealth Manager at McCarthy Wealth Management, providing financial planning and investment advice.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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