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.
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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Learn about disclosures →Mark is involved in several business activities, including owning Summit Group of Virginia, being an associate with Alera Group, and working as an IAR for The Ascent Group, LLC. He also sells fixed insurance products and is a member of several LLCs for investment and real estate purposes.