Joseph Kosek
Joseph Kosek is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 42 years of industry experience. Joseph 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
999 Vanderbilt Beach Road, Suite 340, Naples, FL, 34108
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Regulatory History (1)
Regulatory
June 2011Other Business ActivitiesSells Insurance
Joseph is an insurance agent offering disability insurance, fixed annuities, long-term care, and traditional life insurance since 1982, dedicating about half his time to this. He also owns The Kosek Organization, LLC, a legal entity for managing business operational expenses, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations10 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.