Osaic Advisory Services, LLC
Assets Under Management
$12.5B
Number of Clients
28,410
Number of Advisors
341
Average Client AUM
$439K
AUM per Advisor
$36.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Osaic Advisory Services provides investment advisory products and services through its advisory representatives. Services include managed accounts, third-party consulting programs, plan participant retirement programs, and financial planning. They offer various programs like Ally, Counsel, and Partner, utilizing different investment strategies and third-party managers. The firm also provides retirement plan consulting services to employee benefit plans.
Fee Structure
This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.
Areas of Practice
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339