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
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an Investment Advisor Representative and Registered Representative at Everest Financial Group, dedicating about half of his time and about a quarter of his time, respectively. He also owns Matejcek Financial Corp, where he sells insurance, spending about 10-20% of his time on this activity, and dedicates minimal time to a non-profit theater company and the Plymouth Civic League.