Mark Tarshis
Mark Tarshis is a registered investment advisor at Osaic Wealth, INC., based in Boynton Beach, FL, with 26 years of industry experience. Mark 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
2500 Quantum Lakes Drive, Suite 203, Boynton Beach, FL, 33426
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations12 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.