Marc Bongiorno
Marc Bongiorno is a registered investment advisor at Osaic Wealth, INC., based in Red Bank, NJ, with 29 years of industry experience. Marc 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
157 Broad Street, Suite 109, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2017Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Marc is an agent/advisor at Metropolitan Capital Tax & Wealth Management, evaluating clients' insurance and estate planning needs, specializing in tax reduction strategies. He also provides tax and accounting services as an accountant/owner at the same firm, dedicating a few hours per week to each role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations27 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.