FM
CFP

Fridtjov Markussen

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Plan Fee:Up to $25,000
Hourly Rate:$50 - $750/hr

Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176

Get directions
Regulatory History (1)
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Customer Dispute
September 2024
Pending
Other Business ActivitiesSells Insurance

Fridtjov engages in outside (direct) insurance sales since 2015, dedicating a few hours per week. He is also a registered representative of Triad Advisers, Inc., spending about a quarter of his time on this activity.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
August 2024 - Present · 1 yr 5 mos
Amj Financial Wealth Management LLC
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Amj Financial Wealth Management LLC
February 2015 - September 2018 · 3 yrs 7 mos
Triad Advisors LLCBroker
January 2015 - August 2024 · 9 yrs 7 mos
Waddell & Reed, INC.
September 2009 - February 2013 · 3 yrs 5 mos
Waddell & Reed, INC.Broker
September 2009 - February 2013 · 3 yrs 5 mos
Amerivest Investment Management, LLC
June 2006 - June 2009 · 3 yrs
TD Ameritrade, INC.
November 2005 - June 2009 · 3 yrs 7 mos
TD Ameritrade, INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Legg Mason Wood Walker INC
April 2001 - November 2005 · 4 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
January 2001 - November 2005 · 4 yrs 10 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.