John Azzara
John Azzara is a registered investment advisor at Osaic Wealth, INC., based in Clark, NJ, with 43 years of industry experience. John 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
472 Westfield Avenue, Clark, NJ, 07066
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Regulatory History (2)
Customer Dispute
November 2009Customer Dispute
October 2009Other Business ActivitiesSells Insurance
John is involved in multiple insurance-related activities, including purchasing in-force life insurance contracts, offering fixed/indexed annuities, traditional life insurance, P&C insurance, accident/health, group insurance, LTC, disability, and fixed life settlements. He also co-owns Shelter Artisans with his spouse, a real estate development and construction business, dedicating minimal time to life settlements and a few hours per week to the other activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations11 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.