Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.
119 W. Wayne Avenue, Wayne, PA, 19087
Get directionsTimothy owns One Stop Financial Services and an insurance-related sole proprietorship, both since the 1980s, and is an associate at Alera Group and an Investment Adviser Representative at The Ascent Group. All of these activities take up nearly all of Timothy's time.