Osaic Wealth, INC.
Assets Under Management
$200.3B
Number of Clients
574,829
Number of Advisors
9179
Average Client AUM
$348K
AUM per Advisor
$21.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Osaic Wealth, Inc. provides investment advisory products and services through financial advisors. Services include advisor-managed portfolios, unified managed accounts, and third-party advisory services. They also offer financial planning and consulting services tailored to client needs, ranging from comprehensive plans to specific topics like retirement and education planning.
Fee Structure
Minimum Investment:$5.5K
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
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Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
9179 Advisors at this firm
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