Mark Friedman is a registered investment advisor at Osaic Wealth, INC., based in Eastpoint, FL, with 27 years of industry experience. Mark 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
171 Hwy 98 West, Ste K, Eastpoint, FL, 32328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a partner and CPA at Fisher & Friedman, PA, providing tax preparation and accounting services, dedicating about 10-20% of his time. He also volunteers with the FSU Foundation Gift Planning Council and the Trop Rock Music Association, spending minimal time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Triad Advisors, INC.Broker
Farnsley Financial Consultants
Triad Advisors, INC.Broker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Sun Investment Services CompanyBroker
Guardian Investor Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.