Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
124 Main Street, Geneseo, NY, 14454
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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
Joseph is an insurance agent selling fixed life, fixed annuity, and long-term care insurance, dedicating a few hours per week to this activity. He is also a registered representative with Osaic Wealth, Inc. and an Investment Advisor Rep with Novem Group, spending about a quarter of his time and about half his time, respectively, on these investment-related roles. Joseph also works as a tax practitioner for A/C Associates, spending about 10-20% of his time primarily during tax season.