Cortney Albanese
Cortney Albanese is a registered investment advisor at Osaic Wealth, INC., based in South Jordan, UT, with 19 years of industry experience. Cortney 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
10610 South Jordan Gateway, Suite 210, South Jordan, UT, 84095
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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
Cortney is a manager at Albanese Consulting LLC for personal tax strategies and an advisor at Integrated Financial Group, where she spends full-time. At Integrated Financial Group, she offers fixed annuities, long-term care, variable annuities, life insurance, and index annuities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
E*trade Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations27 states
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