Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
9601 Tamiami Trail North, Naples, FL, 34108
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Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Paul is involved in several outside business activities, including insurance sales, board positions at the Greater Naples YMCA and Bentley Village Foundation, and roles at Ciccarelli Advisory Management LLC and FSC Advisory Services, Inc. He also dedicates nearly full-time hours as an employee and financial planner for Ciccarelli Advisory Management, LLC.