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 directionsBlake is a junior advisor at Wealthplan Partners and a financial partner at BAJ LLC, a real estate property firm. Blake also works as a wealth advisor selling life insurance, dedicating a few hours per week to this activity.