Joseph Porto
Joseph Porto is a registered investment advisor at Osaic Wealth, INC., based in Williamsville, NY, with 35 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
5794 Main Street, Williamsville, NY, 14221
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Regulatory History (1)
Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Joseph is a board member for a non-profit, a partner in a real estate partnership, and owner of a corporation. He also works full-time as a Registered Representative at Goodwin Insurance and Wealth Management and spends about 10-20% of his time as an insurance broker.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Taw Securities, INC.Broker
Thomas James Associates, INC.Broker
State Registrations13 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.