Farnsley Wealth Management offers consulting services addressing individual financial needs and asset management through the Osaic Wealth Management Platform. They construct investment portfolios based on client risk tolerance and financial goals, utilizing stocks, bonds, ETFs, and mutual funds. Clients can place reasonable restrictions on investments. Farnsley also recommends wrap programs sponsored by Osaic Wealth, Inc.
Fee Structure
Farnsley Wealth Management offers asset management services through the Osaic Wealth Management Platform. Fees for these services are outlined in the advisory agreement and are negotiable. Clients pay a monthly or quarterly advisory fee, in advance, based on the market value of the assets held in the account. Wrap accounts do not incur separate transaction charges.