April Orsi is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 18 years of industry experience. April 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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April owns Vanda Holdings LLC for rental property management and Precious and Vintage for online reselling. She also serves as a trustee and executor for the McCann Family, holds power of attorney for her spouse and father, and manages the Malicsi Orsi Family Trust, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
PNC InvestmentsBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.