Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
15750 Venture Lane, Eden Prairie, MN, 55344
Get directionsRegulatory History (2)
Regulatory
July 1992Customer Dispute
April 1992Other Business ActivitiesSells Insurance
Roger is an insurance agent, a registered investment advisor representative with USAdvisors Wealth Management LLC, a notary public, and an antique dealer. He dedicates a few hours per week to both his RIA role and antique dealing, and minimal time to his insurance sales and notary public duties.