Joel Marius
Joel Marius is a registered investment advisor at Osaic Wealth, INC., based in Apollo Beach, FL, with 12 years of industry experience. Joel 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
411 Apollo Beach Blvd, Ste 100, Apollo Beach, FL, 33572
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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
Joel is involved in several businesses under the Fortunium brand, including real estate, lending, and insurance. He dedicates nearly full-time hours to Fortunium Wealth Management as a financial planner, about half his time to insurance sales, and about a quarter of his time to real estate and lending.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Primerica Advisors
PFS Investments INC.Broker
Waddell & Reed
Waddell & ReedBroker
Primerica Advisors
PFS Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 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.