David Hess
David Hess is a registered investment advisor at Osaic Wealth, INC., based in Cherry Hill, NJ, with 42 years of industry experience. David 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
1909 Route 70 East, Suite 100, Cherry Hill, NJ, 08003
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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
David is a Managing Director at Wealth Management Associates Inc, an RIA firm, dedicating nearly full-time to this role. He also serves on a finance oversight committee for a yacht club and sells VA and fixed annuities, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
Janney Montgomery Scott LLCBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Bevill, Bresler & Schulman IncorporatedBroker
State Registrations22 states
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