Julia Mendak is a registered investment advisor at Osaic Wealth, INC., based in New York City, NY, with 8 years of industry experience. Julia 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
101 Park Avenue, 12th Floor, New York City, NY, 10178
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia works as an investment consultant for Alliant Retirement Consulting and Alliant Insurance Services, Inc., dedicating full-time hours to each. She also works as an investment advisory representative for Alliant Retirement Services, LLC/Alliant Retirement Consulting, focusing on asset management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Voya Financial Advisors, INC.Broker
Prudential Investment Management Services LLCBroker
State Registrations2 states
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