Robert Vogel is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Amherst, NY, with 44 years of industry experience. Robert 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
2001 Niagara Falls Boulevard, Suite 1, Amherst, NY, 14228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the treasurer of the Erie County Law Enforcement Foundation and a director for the 100 Club of Buffalo. He is also a member of 3870 N Buffalo St LLC, a property owner, and a statutory agent as a sole proprietor, dedicating minimal time to each activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
Shearson Lehman Hutton INC.Broker
Dean Witter Reynolds INC.Broker
First Jersey Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations47 states
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