Devon Costa
Devon Costa is a registered investment advisor at Osaic Wealth, INC., based in Saratoga Springs, NY, with 4 years of industry experience. Devon 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
Saratoga Springs, NY
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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
Devon owns Craft Ranger, a sole proprietorship creating gifts for sale, and is a financial advisor for MyRemoteFA and an associate planner for GenXFinancial LLC and Innovative Wealth Team, LLC, dedicating full-time hours to these roles. Devon also works as Head of Client Engagement for SellMyFinancialPractice and sells fixed annuities for Innovative Wealth Team, LLC, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Ayco Company, L.P.
Goldman Sachs & CO. LLCBroker
State Registrations9 states
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