Joseph Bing is a registered investment advisor at Osaic Wealth, INC., based in Jacksonville Beach, FL, with 27 years of industry experience. Joseph 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
2320 South 3rd Street, Suite 9, Jacksonville Beach, FL, 32250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the owner/president of Bing and Associates PA, a CPA firm, since 1991, dedicating nearly full-time hours to it. He also has several real estate holdings and is a board member of the North Florida Junior Golf Foundation and financial director for Sister Parish Ministry, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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