Overview
- Headquarters
- Scottsdale, AZ
- Total Firm Assets
- $234.9 billion
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $5,500
Fee Disclosure
Source: OSAIC WEALTH, INC ADV PART 2A (2026-01-06)
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Latest filing: OSAIC WEALTH, INC ADV PART 2A (2026-08-28)
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Latest filing: SIGNATOR MANAGED ACCOUNT PLATFORM (2026-08-28)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 3.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $30,000 | 3.00% |
| $5 million | $150,000 | 3.00% |
| $10 million | $300,000 | 3.00% |
| $50 million | $1,500,000 | 3.00% |
| $100 million | $3,000,000 | 3.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 48.27%
- Number of High-Net-Worth Clients
- 55,457
- Total Client Accounts
- 850,797
- Discretionary Accounts
- 575,960
- Non-Discretionary Accounts
- 274,837
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 23131
- OSAIC WEALTH, INC ADV PART 2A (2026-08-28) · View brochure text
- SIGNATOR MANAGED ACCOUNT PLATFORM (2026-08-28) · View brochure text
- OSAIC WEALTH, INC ADV PART 2A (2026-01-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗