Joseph Perry is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in New York, NY, with 10 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
450 Seventh Ave Ste 605, New York, NY, 10123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
United Brokerage Services INC
United Brokerage Services, INCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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.