Osaic Wealth, INC.
Assets Under Management
$200.3B
Number of Clients
574,829
Number of Advisors
9176
Average Client AUM
$348K
AUM per Advisor
$21.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member offering advisory products and services through Financial Advisors. They manage both discretionary and non-discretionary assets. Services include Advisor Managed Portfolios, Unified Managed Accounts, Plan Participant Retirement Program, and access to Third-Party Money Managers. Financial planning and consulting services are also available.
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
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
