John May
John May is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Haymarket, VA, with 46 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
Haymarket, VA
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Regulatory History (1)
Customer Dispute
November 1995Other Business ActivitiesSells Insurance
John is an insurance agent offering accident/health, disability income, fixed/indexed annuities, traditional life, and long-term care insurance, dedicating minimal time to this. He also teaches classes related to Social Security, Medicare, long-term care, and annuities at the Osher Lifelong Learning Institute, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
State Registrations17 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.