Stephanie Cozzone is a registered investment advisor at Osaic Wealth, INC., based in Fresno, CA, with 5 years of industry experience. Stephanie 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
2595 E. Perrin Ave, Suite 116, Fresno, CA, 93720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as a Registered Office Assistant for Kane County Capital Advisors, dedicating about 10-20% of her time to clerical tasks. She also serves as President for both Bridger Lake Meadows Homeowner's Association, Inc. and The Gallatin Valley Sentinel, Inc., spending minimal time and a few hours per week, respectively, on these non-profit roles.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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