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
Get directionsDavid is an IA Rep for The Ascent Group, an employee of Alera Group, and the owner of Summit Group of Virginia, dedicating full-time hours to these activities. He also sells fixed insurance products, dedicating about 10-20% of his time to this.