Lawrence Mieras
Lawrence Mieras is a registered investment advisor at Osaic Wealth, INC., based in Lake Como, NJ, with 43 years of industry experience. Lawrence 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
1713 Main Street, Unit 102, Lake Como, NJ, 07719
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Regulatory History (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Lawrence is the president of MFI Retirement Planning Associates, where he sells insurance, dedicating about 10-20% of his time. He is also the executor of the Estate of Lawrence J. Mieras, spending a few hours per week on this activity, and an Investment Advisor Representative with American Portfolios Advisors, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Mfi Investments CORP.Broker
First Investors CorporationBroker
State Registrations20 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.