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
102 S. 200 E., Suite 100, Salt Lake City, UT, 84111
Get directionsRegulatory History
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
Mikal works as a Private Wealth Manager for Smedley Financial Services, dedicating about half of his time to financial planning and wealth management. Mikal also engages in insurance sales as an agent, focusing on term life, long-term care, universal life, and equity-indexed annuities, spending a few hours per week on this activity.