Mark Widlowski
Mark Widlowski is a registered investment advisor at Osaic Wealth, INC., based in Alpharetta, GA, with 21 years of industry experience. Mark 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
3520 Old Milton Pkwy, Alpharetta, GA, 30005
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Regulatory History (1)
Customer Dispute
October 2013Other Business Activities
Mark owns rental property, spends full-time as an Investment Advisor Rep for Innovative Financial Group LLC, and is a basketball referee. He also serves on the board of directors for the Johns Creek Chamber and is the chairperson for Trustegrity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations28 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.