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.
350 Linden Oaks, Suite 140, Rochester, NY, 14625
Get directionsJeremy sells insurance through APFS Rochester, dedicating a few hours per week. He also works as an investment adviser representative for Novem Group and a registered representative for OSAIC Wealth, Inc., spending about half his time on each.