John Ginsburg
John Ginsburg is a registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 26 years of industry experience. John 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
4848 Loop Central Drive, Suite 1005, Houston, TX, 77081
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Regulatory History (1)
Regulatory
November 2023Other Business ActivitiesSells Insurance
John is an agent with Advisors Financial Group, offering accident, health, disability, and traditional life insurance, as well as fixed and fixed indexed annuities and life settlements since January 2021. This takes minimal time, about 4 hours per month.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.Broker
Osaic Fs, INC.
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Principal Securities, INC.
Principal Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
MML Investors Services, INC.Broker
State Registrations7 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.