Edmund Tschopp
Edmund Tschopp is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Sparta, NJ, with 32 years of industry experience. Edmund 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
351 Sparta Ave, Suite 204, Sparta, NJ, 07871
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Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Edmund is a CFP at KT Wealth Group/Kempson & Tschopp LLC, providing estate, retirement planning, and insurance, including life, disability, and long-term care. He also volunteers as a facilitator for a financial course at his church, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Pruco Securities CorporationBroker
State Registrations7 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.