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
1223 N. Church Street, Moorestown, NJ, 08057
Get directionsRegulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
John owns and manages Mikala Realty Group, a commercial property management company, dedicating minimal time. He also has a life insurance business, Copper Beech Risk Management, and sells fixed life insurance through Lincoln Financial Group, Ohio National, and Pac Life, spending about 10-20% of his time on these insurance activities. Additionally, John is an IAR with American Portfolios Advisors and owner of Copper Beach Financial Group, spending nearly full-time on these investment-related activities.