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
1755 Oregon Pike, Lancaster, PA, 17601
Get directionsRegulatory History (2)
Customer Dispute
March 2023Civil
May 2020Other Business ActivitiesSells Insurance
Bernard is the president and 50% owner of an independent insurance brokerage, dedicating a few hours per week. He is also the president and 50% owner of Faithward Advisors, LLC, spending nearly full-time on this securities-related role.