George Karris is a registered investment advisor at Osaic Wealth, INC., based in Mount Laurel, NJ, with 21 years of industry experience. George 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 Route 73, Suite 110, Mount Laurel, NJ, 08054
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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.
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George is the Chief Business Development Officer at Strategic Financial Services Corp, focusing on business development, marketing, and client service/operations. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
Foxhall Capital Management, INC.
Cambridge Investment Research, INC.Broker
Retirement Plan Advisors, LLC
Usallianz Investor Services, LLCBroker
Usallianz Investor Services, LLCBroker
State Registrations1 state
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.