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
119 W Wayne Ave, Wayne, PA, 19087
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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
Brian is a partner at The Ascent Group, LLC, an RIA, and the owner of Vested Advisors, LLC, providing financial planning and investment advice. He also works for Walsh & Nicholson Financial Group, providing financial planning and investment advice, and owns Cruzen, an app for mobile services; these activities each take a full-time commitment. Brian is also a broker selling fixed insurance products, dedicating a full-time commitment to this activity.