John Beato
John Beato is a registered investment advisor at Osaic Wealth, INC., based in Poland, OH, 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
6400 Olde Stone Crossing, Poland, OH, 44514
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2012Other Business ActivitiesSells Insurance
John is the owner of Cornerstone Wealth Advisors, LLC, a DBA, dedicating full-time hours to it. He is also an insurance agent since 2001, selling fixed annuities, life insurance, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Evolve Securities, INC.Broker
Evolve Investment Advisors
First Midwest Securities, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations8 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.