Osaic Wealth is a registered investment advisor that offers investment advisory products and financial planning services through its registered advisors. Services include investment management through various platforms, financial planning, seminars, and non-discretionary investment advice. Osaic Wealth also offers access to third-party money managers.
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.