Nicholas Trajkovski
Nicholas Trajkovski is a registered investment advisor at Osaic Wealth, INC., based in Merrillville, IN, with 26 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
1308 E. 85th Avenue, Merrillville, IN, 46410
Get directionsHistory
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.
Exams
More Advisors
- Marijo Dluzak, CFPOsaic Wealth, INC.
- Charles Williams, ChFCOneamerica Securities, INC.
- Chad Hassinger, CFPWaverly Advisors, LLC
- Madeline Brown, CFPWaverly Advisors, LLC
- Christopher Dilts, CFPMML Investors Services, LLC
- Tira Clement, ChFC