Joseph Spina
Joseph Spina is a registered investment advisor at Osaic Wealth, INC., based in Bedminster, NJ, with 15 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
221 Somerville Road, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Joseph is the President of Evergreen Financial Group, LLC, a financial advisory business, and spends full-time hours on securities trading. He is also an insurance agent and owner of 2436 Bedminster Property LLC, established for tax purposes, and spends about a quarter of his time selling offset printing for Dolce Printing.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations34 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.