Jacob Brett
Jacob Brett is a registered investment advisor at Osaic Wealth, INC., based in Newburgh, NY, with 14 years of industry experience. Jacob 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
11 Balmville Rd., Suite 2 North, Newburgh, NY, 12550-1911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is dually registered with Focused Wealth Management Inc. and OSAIC Wealth, Inc., and serves as Senior VP of Wealth Management at Focused Wealth Management, dedicating nearly full-time hours to advisory services. He also owns rental properties, is an investor in a bakery, and sells fixed and variable insurance products, while also serving as pool chair for Powelton Club.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Focused Wealth Management, INC.
Previous Registrations
Securities America, INC.Broker
State Registrations15 states
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