Marlean Komar
Marlean Komar is a registered investment advisor at Osaic Wealth, INC., based in Pembroke, MA, with 34 years of industry experience. Marlean 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
166 Center Street, Pembroke, MA, 02359
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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
Marlean is the Vice-President of the American Legion Auxilliary, dedicating minimal time to volunteer work. She is also the President of Komar Wealth Management, Inc., spending full-time hours on securities investments and fixed insurance sales, and spends about 10-20% of her time on bookkeeping and insurance sales for the same company. Finally, Marlean is a 49% partner in Brown Holdings, LLC, a custom marine canvas design and repair business, dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Investacorp, INC.Broker
Ifg Network Securities, INC.Broker
First Investors CorporationBroker
State Registrations8 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.