Mark Mensack
Mark Mensack is a registered investment advisor at Osaic Wealth, INC., based in Rehoboth Beach, DE, with 30 years of industry experience. Mark 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
Rehoboth Beach, DE
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Mark is a principal at Phronetic Retirement Advisors, selling life insurance and fixed & equity indexed annuity products, dedicating a few hours per week. He is also the CEO of Prudent Champion, Inc., providing fiduciary consulting services, which takes about 10-20% of his time, and an advisor at Phronetic Retirement Advisors focusing on investment advisory and retirement income planning, taking nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Piedmont Investment Advisors, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.