Joshua Medvidofsky
Joshua Medvidofsky is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Billings, MT, with 19 years of industry experience. Joshua 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
914 Wyoming Avenue, Billings, MT, 59101
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Regulatory History (1)
Regulatory
July 2001Other Business ActivitiesSells Insurance
Joshua is an agent/owner at MG Financial Advisors, offering various insurance products including accident & health, disability, and traditional life insurance, along with fixed and fixed-indexed annuities and health savings accounts. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations18 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.