Scott Johnston is a registered investment advisor at Osaic Wealth, INC., based in New City, NY, with 26 years of industry experience. Scott 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
254 South Main Street, Suite 515, New City, NY, 10956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works as a consultant for Resnick & Newman LLP, providing tax preparation and accounting services, dedicating about a quarter of his time. He also works as an Investment Advisor Representative (IAR) for Berk Wealth Management, Kestra Advisory Services LLC, and Majestic Capital Group, spending nearly full-time hours on financial planning, wealth management, and investment advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
State Registrations8 states
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