Harry Bonn is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Ramon, CA, with 49 years of industry experience. Harry 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
12647 Alcosta Blvd, Suite 370, San Ramon, CA, 94583
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Regulatory History (1)
Customer Dispute
September 2014Other Business Activities
Harry is a Managing Partner at Bay Area Wealth Management Group, LLC, dedicating full-time hours to this role. He also operates as an agent under a sole proprietorship, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations15 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.