Joseph Perry
Joseph Perry is a registered investment advisor at Osaic Wealth, INC., based in Seattle, WA, with 30 years of industry experience. Joseph 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
600 University St, Suite 2523, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is the President of Aviso Financial, LLC and Aviso Wealth Mgmt, spending full-time hours on these activities. He also holds various management positions in other LLCs and corporations, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Aviso Wealth Management
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Aviso Wealth Management
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Jhs Capital Advisors, INC.Broker
Jhs Capital Advisors, INC.
Gunnallen Financial, INC
Aviso Wealth Management
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
UBS Painewebber INC.Broker
UBS Painewebber INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations47 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.