George Toth is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Glenside, PA, with 44 years of industry experience. George 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
402 Bethlehem Pike, Glenside, PA, 19038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a registered representative with Triad Advisors, Inc. since 1999, dedicating nearly full-time hours to this role. He also owns Chestnut Investment Advisory, providing financial planning and investment advice, which takes more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Chestnut Investment Advisory
Previous Registrations
Triad Advisors LLCBroker
Ifg Network Securities, INC.Broker
Keogler, Morgan & Company, INC.Broker
American Preferred Securities, INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations8 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.