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
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Clay is dually-registered as an investment advisor representative with Alera Investment Advisors and as a Registered Representative with Triad Advisors, spending most of his time as an investment advisor representative. He also provides fixed business products including long-term care, property casualty insurance, disability insurance, and group benefits through GCG Financial.