John Winston is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Nampa, ID, with 45 years of industry experience. John 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
Nampa, ID
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Regulatory History (1)
Regulatory
March 1996Other Business Activities
John owns a commercial rental property since 2000, requiring minimal time for maintenance and rental activities. He also operates a sole proprietorship since 1992, providing bookkeeping, payroll, and tax preparation services to various clients, taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Anchor National Financial Services, INC.Broker
Integrated Resources Equity CorporationBroker
Cal-Cap Securities, INC.Broker
Wesco Securities, INC.Broker
State Registrations6 states
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.