Marc Neumann
Marc Neumann is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Collingswood, NJ, with 32 years of industry experience. Marc 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
900 Haddon Avenue, Suite 432, Collingswood, NJ, 08108
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Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Marc owns rental real estate, is a broker offering various insurance products, co-owns Integrity 5 LLC (into which commissions are deposited), and is a notary public. He dedicates about 10-20% of his time to rental properties, minimal time to insurance, and full-time to Integrity 5 LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations36 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.