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
348 S Waverly Rd, Suite 100, Holland, MI, 49423
Get directionsRegulatory History
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 a partner at Schipper & Osterink, providing financial management, consulting, and insurance services, dedicating nearly full-time hours to this role. He also sells term life insurance and fixed annuities, and is a registered representative with Osaic Wealth, Inc., selling commission-based mutual funds and variable annuities; these activities are part of his work at Schipper & Osterink. Additionally, James is an investment advisor representative at Advisory Alpha, LLC, counseling clients on fee-based investments for a few hours per week.