Asset Management

Independent, open architecture and custom portfolio based on your goals

Your investments are chosen according to your needs; I have no incentive to make you choose specific investment options. The focus is on your financial goals.

Personal benchmark index establishment.

Planning services (plan profiles) are not required.

In-house asset management and separately managed portfolios are available. Not required to use proprietary funds or products.

Portfolio construction and maintenance.

Not a progressive fee structure; all assets are billed at the highest breakpoint.

Managed Asset Annual Fees

$25,000-$249,999 - 1.00%
$250,000-$499,999 - 0.75%
$500,000-$999,999 - 0.65%
$1,000,000-$2,999,999 - 0.45%
$3,000,000+ - negotiated

This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Osaic Wealth and accompanying fee schedules. Clients should refer to their written agreement with Osaic Wealth and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review Osaic Wealth’s Form CRS and applicable Forms ADV Part 2A, which are available here.