Craig Joseph
Craig Joseph is a registered investment advisor at Osaic Wealth, INC., based in Toledo, OH, with 30 years of industry experience. Craig 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
4041 W. Sylvania Avenue, Suite 200, Toledo, OH, 43623
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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
Craig conducts investment and insurance business through Equity Planning Group, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. He also manages rental properties and other businesses, including Joseph Brothers LLC, Joseph Brothers Realty, Oscar Joseph Stores, and Edgevale Investments LLC, which take up a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Carillon Investments, INC.Broker
State Registrations37 states
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