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.
4100 Vestal Road, Suite 105, Vestal, NY, 13850
Get directionsWalter owns a property/casualty business since 2012, dedicating about half of his time to it. He is also an Investment Advisor Representative (IAR) with Ambassador Advisors.