Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
Get directionsAngela is a registered representative with OSAIC Wealth, Inc. and an insurance agent appointed with multiple carriers, each taking minimal time. She is also the president of the Loudoun Estate Planning Council and owns a rental property.