Joseph Andersen
Joseph Andersen is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bel Air, MD, with 40 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
22 Linwood Avenue, Suite A, Bel Air, MD, 21014
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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
Joseph is an insurance agent with Mullen Andersen & Associates since 1984, offering various insurance products and dedicating nearly full-time hours to this role. He also owns and manages real estate property through LLC Linwood, but this requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Independent Advisers Group CORP
Linsco/private Ledger CORP.
Osaic Fs, INC.
Osaic Fs, INC.Broker
Pruco Securities CorporationBroker
State Registrations41 states
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