Osaic Advisors provides investment management through customized strategies tailored to your goals. Financial advisors help you establish and monitor your investment objectives, risk tolerance, and time horizon. Osaic offers various programs, including Ally, Counsel, and Partner, each with different features and fee structures. They also offer financial planning and consulting services, as well as retirement plan consulting for businesses.
Assets Under Management$12B
Clients28,410
Advisors354
Avg. per Client$440K
Avg. per Advisor$35M
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
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Location
354 Advisors at this firm
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