Fridtjov Markussen
Fridtjov Markussen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Leesburg, VA, with 22 years of industry experience. Fridtjov 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
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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Regulatory History (1)
Customer Dispute
September 2024Other Business ActivitiesSells Insurance
Fridtjov engages in outside (direct) insurance sales since 2015, dedicating a few hours per week. He is also a registered representative of Triad Advisers, Inc., spending about a quarter of his time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Amj Financial Wealth Management LLC
Previous Registrations
Amj Financial Wealth Management LLC
Triad Advisors LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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.