John Frank is a registered investment advisor at Osaic Wealth, INC., based in Red Bank, NJ, with 24 years of industry experience. John 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
125 Half Mile Road, Suite 102, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a sole proprietor working as a courier, making deliveries since January 2021. This takes about 10-20% of his time, with no work done during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
Financial Network Investment CorporationBroker
Oppenheimer & CO. INC.Broker
Van Der Moolen Specialists USA, LLCBroker
State Registrations11 states
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