Lori Costantino
Lori Costantino is a registered investment advisor at Osaic Wealth, INC., based in Youngstown, OH, with 10 years of industry experience. Lori 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
47 Westchester Dr., Youngstown, OH, 44515
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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
Lori jointly owns rental properties with her husband, though she is not actively involved in their management. She is also a registered representative and financial advisor with Hannon & Associates Financial Services, spending nearly full-time on sales, marketing, and client management of securities and insurance products, including fixed annuities and non-variable insurance. Lori also serves as a notary public and treasurer for a non-profit advisory board, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations35 states
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