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
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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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
Angela is a partner at Garcia Garman & Shea, PC, where she handles accounting, tax preparation, and oversees payroll, dedicating nearly full-time hours. She is also an independent insurance agent, spending a few hours per week, and an executive advisor at Ambassador Advisors, dedicating a few hours per week. Additionally, Angela is the treasurer for Mount Gretna Foundation, a community organization, spending minimal time.