Josip Dunat is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Lexington, SC, with 10 years of industry experience. Josip 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
1315 N. Lake Dr., Lexington, SC, 29072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Josip is a 1099 contractor for Sturkie Wealth Management, working as a Wealth Advisor full-time. He is also the President of Dunat Wealth Management LLC, which he uses for payroll and business expenses, dedicating about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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