Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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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
Ashley is an associate with Alera Group and an Investment Advisor Representative with The Ascent Group, LLC, dedicating full-time hours to each. She also acts as an insurance agent and serves on the investment committees for the United Way and Women United foundations.