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
6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819
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
Shannon works as a junior wealth advisor at McDonough Capital Management, dedicating nearly full-time hours to this role. Shannon is also an insurance agent for McDonough Capital Management, Inc., offering life insurance products and spending minimal time on this activity. Finally, Shannon is a board member for Lake Highland Board of Alumni, spending minimal time attending meetings and assisting with events.