Eugene Borg is a registered investment advisor at Osaic Wealth, INC., based in Pottersville, NJ, with 31 years of industry experience. Eugene 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
Pottersville, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eugene is a volunteer firefighter, Captain, Trustee, and Finance Committee Chairperson for the Pottersville Volunteer Fire Company, and treasurer for the New Jersey State Fireman's Association. He also works as an Investment Advisor Representative (IAR) with Securities America Advisors and consults with businesses regarding their electric and gas utility supply costs. He dedicates about 10-20% of his time to investment advisory services and minimal time to the other activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Janney Montgomery Scott LLCBroker
Canaccord Genuity INC.Broker
Cibc World Markets CORP.Broker
Guggenheim Securities, LLCBroker
Summit Securities Group LLCBroker
Hexagon Securities LLCBroker
Sound Securities, LLCBroker
Scotia Capital (USA) INC.Broker
Bnp Paribas Securities CORP.Broker
Bnp Capital Markets, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations5 states
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