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
2100 Meadowlane Avenue, West Melbourne, FL, 32904
Get directionsRegulatory 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.
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Alan is a CPA and president of Jotkoff & Associates, PA, dedicating about half his time to accounting. He is also a registered representative with Triad Advisors, Inc., president of Jotkoff Financial Services Inc., manager of TBFW-Meadowlane LLC and Parr Family Investments LLC, manager/sole member of Forsight Master LLC, and a board member for Plaza Health Network & Subsidiaries.