Justin Weidenfeld is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Delray Beach, FL, with 5 years of industry experience. Justin 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
Delray Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is a Private Wealth Advisor at Ironbridge Wealth Counsel, dedicating full-time hours to this role. He also dedicates minimal time to Experience Camps as an Associate Program Director and to FPA South Florida as Next Gen Director, and has an inherited real estate investment in Cardiff Associates in which he does not actively participate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 states
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