Martin Mellman is a registered investment advisor at Osaic Wealth, INC., based in Ft. Washington, PA, with 25 years of industry experience. Martin 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
1300 Virginia Dr, Suite 123, Ft. Washington, PA, 19034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin is the owner/agent of Martin Mellman CPA, dedicating minimal time to sales and administrative services. He is also a registered representative for Royal Alliance Associates, dedicating minimal time to this investment-related business, and a managing member of Pleasant Valley Advisors, LLC, spending minimal time on general admin and client calls.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pleasant Valley Advisors, LLC
State Registrations3 states
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