Alan Jotkoff is a CFP, PFS-designated registered investment advisor at Osaic Wealth, INC., based in West Melbourne, FL, with 38 years of industry experience. Alan 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
2100 Meadowlane Avenue, West Melbourne, FL, 32904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is a CPA and president of Jotkoff & Associates, PA, dedicating about half his time to accounting. He is also a registered representative with Triad Advisors, Inc., president of Jotkoff Financial Services Inc., manager of TBFW-Meadowlane LLC and Parr Family Investments LLC, manager/sole member of Forsight Master LLC, and a board member for Plaza Health Network & Subsidiaries.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Jotkoff Financial Services, INC.
Fsc Securities CorporationBroker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations19 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.