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
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Merri is a notary public, an insurance broker through New York Long Term Care Brokers, a registered assistant at Ambassador Advisors, an independent insurance agent, and works at Faithward Advisors, LLC. She dedicates full-time hours to both Ambassador Advisors and Faithward Advisors, LLC, a few hours per week to insurance sales, and minimal time to her notary public duties.