John Sabio
John Sabio is a registered investment advisor at Osaic Wealth, INC., based in St Louis, MO, with 42 years of industry experience. John 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
St Louis, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
John is a board member for the Chaefitz School of Business and oversees the management of his wife's medical building. He also works as an agent for Sabio Financial & Insurance Services, LLC, marketing and servicing life, health, long-term care, and disability insurance, dedicating about half of his time to insurance-related activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pines Financial Group, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Planvest Capital CorporationBroker
Equitec Securities CompanyBroker
State Registrations4 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.