Leigh Joseph is a registered investment advisor at Osaic Wealth, INC., based in Newark, DE, with 11 years of industry experience. Leigh 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
6285 Limestone Road, Newark, DE, 19707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leigh is a 50% owner of Medlab Logistics Payroll and Bookkeeping, where she processes payroll, bookkeeping, and human resources, dedicating minimal time. She also works as a bookkeeper for Brennan Financial Group Inc., spending about 10-20% of her time on this investment-related activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations1 state
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