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.
101 South 108th Avenue, Omaha, NE, 68154
Get directionsJason is the owner of Wealth Plan Partners, an insurance brokerage selling life, auto, home, and commercial insurance. He also owns a second home that is occasionally rented out as an Airbnb, requiring minimal time.