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
3815 MacArthur Blvd, Suite 201, New Orleans, LA, 70114
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Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Xavier is the president of McKendall Estates Home Owners Association and a commissioner for the Audubon Nature Institute. He also works as a financial planner and investment advisor for Angel Wealth Strategies and New Century Financial Group LLC, dedicating full-time hours to the latter.