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
10711 Red Run Blvd, Suite 101, Owings Mills, MD, 21117
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
Michael is a partner at Glass Jacobson PA, focusing on tax and accounting, dedicating full-time hours. He also has roles in Carbrooke Enterprises LLC (rental property), Carli Enterprises, LLC (residential real estate rental), and Glass Jacobson Investment Advisors, LLC/DBA 401kbuddy (Retirement Plan Participant Education Tool), each requiring minimal time.