Joseph Tursi
Joseph Tursi is a registered investment advisor at Osaic Wealth, INC., based in Windsor Heights, IA, with 14 years of industry experience. Joseph 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
7000 University Ave, Windsor Heights, IA, 50324
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Regulatory History (1)
Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Joseph holds an insurance license and offers annuities to clients, dedicating a few hours per week to this activity. He is also a registered representative and employee of Bankers Trust, working there full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Principal Funds Distributor, INC.Broker
Principal Securities, INC.Broker
State Registrations10 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.