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
1300 Route 73, Suite 110, Mount Laurel, NJ, 08054
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
Andrew sells life insurance, long-term care, disability, and fixed annuity products as a sole proprietor, dedicating about 10-20% of his time. He also holds leadership positions in several corporations, including Strategic Financial Services Corporation, Strategic Financial Advisors Corporation, and Strategic Financial, LLC, and is the co-treasurer of the Rumson PTO.