John Triantafelow is a registered investment advisor at Osaic Wealth, INC., based in Macungie, PA, with 34 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
128 E. Main Street, Macungie, PA, 18062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President and IAR of Renaissance Wealth Management, LLC, dedicating nearly full-time hours to managing the business, portfolios, and client relationships. He also manages Triantafelow Family Real Estate Investment Co. and other real estate LLCs, spending about 10-20% of his time and lending his business experience and capital.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Renaissance Wealth Management, LLC
Previous Registrations
Maryland Financial Group, INC.
LPL Financial CorporationBroker
Strategic Wealth Advisors Group
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
State Registrations9 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.