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
10415 Morado Circle, The Avallon-Building I, Suite 150, Austin, TX, 78759
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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
Robyn is a Senior Wealth Manager at RCG Finish Well, LLC, dedicating full-time hours to financial planning, client relations, investment analysis, and securities/insurance business. She also spends about 10-20% of her time as a Senior Wealth Manager at Resource Consulting Group Inc, providing financial planning and 401k consulting services.