Joshua Wright
Joshua Wright is a registered investment advisor at Osaic Wealth, INC., based in Charleston, SC, with 14 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
250 Mathis Ferry Rd, Suite 200, Charleston, SC, 29464
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Joshua owns rental properties, works as a realtor, and is a Managing Director at Roadstead Capital Partners LLC. He is also a partner at Harbor One Insurance LLC, sourcing insurance leads, and owns Roadstead, a DBA for his wealth practice; Roadstead Capital Partners offers life, health, and long-term care insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.