Joseph Campisi
Joseph Campisi is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Fairview Village, PA, with 34 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
Fairview Village, PA
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Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Joseph is the President of Campisi & Campisi, Inc., an accounting and tax firm, and also provides estate planning services there. He is also an insurance agent selling fixed insurance products and a referral agent for Dunham Trust Company, and acts as trustee for the Campisi Family Trust.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
H. Beck, INC.
H. Beck, INC.Broker
The Planners Network, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations20 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.