Mark Perilman
Mark Perilman is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Canonsburg, PA, with 32 years of industry experience. Mark 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
370 Southpointe Boulevard, Suite 200, Canonsburg, PA, 15317-8537
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Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Mark offers various insurance products, including life, accident/health, disability income, long-term care, and fixed annuities through FamilyWealth Management Group since 1993. He also offers index annuities and fixed settlements on fixed insurance policies since 2012. These activities require minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Equity Services, INC.Broker
State Registrations18 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.