Aleksandar Matovski is a registered investment advisor at Osaic Wealth, INC., based in Totowa, NJ, with 21 years of industry experience. Aleksandar 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
999 Riverview Drive, Suite 201, Totowa, NJ, 07512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aleksandar is involved in several real estate ventures, including B Five Ocean Club LLC, BYLT Properties LLC, Go M Blue Holdings LLC, and M2 Real Estate. He dedicates minimal time to these activities, primarily involving rental property oversight.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Securian Financial Services, INC.Broker
State Registrations11 states
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