Joseph Osherow
Joseph Osherow is a registered investment advisor at Osaic Wealth, INC., based in Cherry Hill, NJ, with 33 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
1909 Route 70 East, Suite 100, Cherry Hill, NJ, 08003
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2012Customer Dispute
August 2005Customer Dispute
May 2001Other Business Activities
Joseph works as a Financial Advisor Representative at Wealth Management Associates, Inc. providing investment advisor services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
PFS Investments INC.Broker
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.