Niraj Singh
Niraj Singh is a registered investment advisor at Osaic Wealth, INC., based in Huntington Valley, PA, with 29 years of industry experience. Niraj 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
Huntington Valley, PA
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Regulatory History (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Niraj is the sole owner of First Financial Platform Inc., an entity for paying and tracking business expenses, and is an agent offering fixed annuities, fixed indexed annuities, and traditional life insurance. Niraj also owns multiple real estate rental properties, dedicating varying amounts of time to managing them.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.