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
702 King Farm Blvd., Ste. 201, Rockville, MD, 20850
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.
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Barton works as a client relationship consultant for Gallagher Fiduciary Advisors, providing retirement plan consulting, dedicating nearly full-time hours. He also works as a client relationship consultant for Gallagher Benefit Services, providing retirement plan consulting services, investment monitoring, participant education, and handling plan sponsor inquiries, taking about a quarter of his time.