Peter Ostapow
Peter Ostapow is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Millsboro, DE, with 43 years of industry experience. Peter 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
Millsboro, DE
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is an independent insurance agent selling various insurance products, including life, disability, long-term care, fixed annuities, and group health. He owns 100% of Mr. Peter Paul Ostapow Financial Services, and this non-securities related sales and service generates an annual compensation of $25K-$50K.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations7 states
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