Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.
31 State Route 12, Flemington, NJ, 08822
Get directionsJohn is involved with Prestige Wealth Management Group, LLC as a Registered Investment Advisor (RIA) providing financial planning, investments, and insurance sales. He also works as a wealth advisor for Prestige Wealth Services Group, dedicating nearly full-time hours to investment management.