Joseph Budd
Joseph Budd is a registered investment advisor at Osaic Wealth, INC., based in St Johns, FL, with 32 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
124 Trafford Court, St Johns, FL, 32259
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2002Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Joseph is an insurance agent offering life insurance products and premium financing through Private Capital Corporation since 2008. He also owns Joseph E Budd and Health & Wealth Partners, LLC, through which he sells and services various insurance products, and works as a notary, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations21 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.