Maja Stojanovic is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wakefield, MA, with 22 years of industry experience. Maja 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
301 Edgewater Place, Suite 400, Wakefield, MA, 01880
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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.
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Maja is a full member/operating executive at Flagship Financial Advisors, LLC and a managing executive at Flagship Wealth Advisors, LLC, a registered investment advisor. She also works as a Notary Public, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Flagship Wealth Advisors, LLC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Winslow, Evans & Crocker, INC.Broker
Detwiler, Mitchell, Fenton & Graves, INC.Broker
MML Investors Services, INC.Broker
State Registrations51 states
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