Richard Osikowicz is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Owings Mills, MD, with 28 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117
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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 Activities
Richard is an investment advisor representative (IAR) and director of retirement plan services at Glass Jacobson Investment Advisors, dedicating full-time hours to this role. He also owns a photography business, Photographs by Rich, and spends minimal time volunteering as secretary for two homeowners associations.
Employment History
Current Registrations
Mercer Global Advisors INC.
Glass Jacobson Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Planning Solutions Group, LLC
Triad Advisors, INC.
Triad Advisors, INC.Broker
Vsr Financial Services, INC.Broker
Brown Advisory Securities, LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Copeland Equities, INC.Broker
State Registrations1 state
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.