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
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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 Activities
Kevin is a registered representative with Triad Advisors in Norcross, GA. He spends approximately 20 hours per week during securities trading hours and less than 5 hours per week outside of those hours on this activity.