John Fitzgerald is a registered investment advisor at Osaic Wealth, INC., based in Fresno, CA, with 29 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
Fresno, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as a financial consultant and investment advisor representative (IAR) with Securities America Advisors since 2016, providing investment advisory services. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Foothill Securities, INC.Broker
Foothill Securities, INC.
North Wealth Management Company, LLC
North Global Securities, INC.Broker
Ing Investment Advisors, LLCBroker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
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.