Brian Petros is a registered investment advisor at Osaic Wealth, INC., based in Twinsburg, OH, with 31 years of industry experience. Brian 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
8054 Darrow Road, Unit D-1, Twinsburg, OH, 44087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns Petros Financial Services, spending a few hours per week on payroll and taxes. He is also a partner at PK Financial Group Inc., dedicating nearly full-time hours to wealth and retirement plan management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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