David Kocsis
David Kocsis is a registered investment advisor at Osaic Wealth, INC., based in Pepper Pike, OH, with 24 years of industry experience. David 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
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns residential rental property and a lease holding company. He also refers clients for group health, dental, vision, and life insurance, and has 50% ownership in Peak Wealth Solutions, dedicating full-time hours to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Peak Wealth Solutions
Previous Registrations
American Portfolios Financial Services, INC.Broker
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
New England SecuritiesBroker
M Holdings Securities, INC.Broker
One Orchard Equities, INC.Broker
New England SecuritiesBroker
State Registrations2 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.