David Metz
David Metz is a registered investment advisor at Osaic Wealth, INC., based in Cape May, NJ, with 29 years of industry experience. David 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
Cape May, NJ
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
David is an owner and registered investment advisor at Theodore J Metz & Son LLC since 1996, dedicating full-time hours to this role. He also works with non-variable insurance and the Bill Bond Insurance Agency, and is a business owner at Native Cultures, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations26 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.