Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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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Lieren is an Investment Advisor Representative for The Ascent Group, LLC, dedicating nearly full-time hours to providing advice to clients. Lieren also works as an IAR for Alera Investment Advisors, LLC, and is a Senior Retirement Plan Advisor for Summit Group 401(k) Consulting and Summit Group of Virginia, both DBAs, and serves on the investment committee for Lake Taylor Transitional Care Hospital Foundation.