Daniel Saxe is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Farmingdale, NY, with 30 years of industry experience. Daniel 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
500 Bi-County Boulevard, Suite 202N, Farmingdale, NY, 11735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the President of Daniel N. Saxe, Income Tax, Inc., where he prepares personal and corporate tax returns, handles bookkeeping, and provides tax advice. This work takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Investec Ernst & CompanyBroker
Royce Investment Group, INC.Broker
MML Investors Services, INC.Broker
State Registrations14 states
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