Bernard Bostwick
Bernard Bostwick is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 25 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1755 Oregon Pike, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Civil
May 2020Other 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.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Faithward Advisors, LLC
Previous Registrations
Sevenoneseven Capital Management
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Equity Services, INC.Broker
Nylife Securities INC.Broker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.