John Bahr
John Bahr is a registered investment advisor at Osaic Wealth, INC., based in Chapel Hill, NC, with 32 years of industry experience. John 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
1340 Environ Way, 3rd Floor, Chapel Hill, NC, 27517
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the owner of Integrity Wealth Advantage, LLC, operating as a DBA for FSC Securities business, working nearly full-time as an independent financial advisor. He also sells fixed annuities and Medicare Supplement insurance through Advisor Excel, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Pegasus Capital Investments LcBroker
Dean Witter Reynolds INC.Broker
State Registrations10 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.