Ryan Jotkoff is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in West Melbourne, FL, with 24 years of industry experience. Ryan 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
2100 Meadowlane Avenue, West Melbourne, FL, 32904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a managing member of JSC North FL Holdings, LLC, a real estate ownership company, spending minimal time on leasing, maintenance, and rent collection. He is also a member of Parr Family Investments, LLC and a CPA at Jotkoff & Associates, PA, spending more than full-time hours preparing tax and payroll forms.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Jotkoff Financial Services, INC.
Triad Advisors LLCBroker
Fsc Securities CorporationBroker
State Registrations2 states
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