Bernard Irving Bostwick

Osaic Wealth, INC.

24 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

1755 Oregon Pike, Lancaster, PA, 17601

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2023

Settled

Civil

May 2020

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bernard is the president and 50% owner of an independent insurance brokerage, dedicating a few hours per week. He is also the president and 50% owner of Faithward Advisors, LLC, spending nearly full-time on this securities-related role.