Nicholas Trajkovski
Nicholas Trajkovski is a registered investment advisor at Osaic Wealth, INC., based in Merrillville, IN, with 25 years of industry experience. Nicholas 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
1308 E. 85th Avenue, Merrillville, IN, 46410
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Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Nicholas sells fixed life and health insurance, primarily term life insurance to existing clients who request it, selling only a few policies per year. He also owns 1300 East 85th, LLC, which owns the building where his office is located, and is the President of Private Client Advisors, LLC, formed when he became an independent advisor.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Securities, INC.Broker
State Registrations25 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.