Simplified advisory pricing
What's happening
Based on your feedback, we are simplifying our pricing structure to make it easier for you to calculate your fees on platform.
  • On April 1, 2024, we will move to a simplified asset-based pricing model for Advisor Managed Portfolios (AMP), which is based on your total assets* on the Wealth Management Platform (WMP).  
  • For those of you with $50 million and above in assets under management (AUM) on WMP, we’re lowering fees, with flat tiers that go down to 0 bps.  
  • For those of you under $50 million in AUM, you will continue to receive the elite pricing discounts available to you today.
  • *Pricing is at the individual advisor book of business level. 
This is the first step in a series of ongoing enhancements to make our pricing simpler, more transparent, and lower cost for you. The impact of these changes will vary based on your individual business, so we will be reaching out to you during the last two weeks of February with the most recent, individualized calculations.
New pricing schedule for $50M+ in WMP AUM
WMP AUM ($M) Osaic AMP Ticket Osaic AMP Wrap
$50 - $100 7 bps 14 bps
$100 - $150 5 bps 11 bps
$150 - $250 3 bps 9 bps
$250 - $500 1 bps 6 bps
>$500 0 bps 4 bps
View the new WMP fee overview
The bigger picture
Advisory pricing has been going through an evolution. We’re continuously evaluating our program and pricing to provide value for you on WMP. As we evolve, we’ll look at opportunities to be more flexible and cut costs in order to pass on savings to your clients. We’re starting with AMP but will continue to evaluate UMA and the other programs in WMP. 
See how pricing has evolved
Resources
Updated WMP fee overview
Effective April 1
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Frequently asked questions
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Advisory Consulting
Email: ia@osaic.com
Phone: 877-773-8130
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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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